See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,837 | $110,257-64.8% | $96,544-59.8% | $139,434-72.1% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 25.73% | 26.32%-0.6pp | 25.84%-0.1pp | 372.94%-347.2pp |
| Employer contribution / active EE | $5,257 | $3,620+45.2% | $2,965+77.3% | $4,751+10.7% |
| Participant deferral / active EE | $9,672 | $5,548+74.3% | $4,851+99.4% | $6,710+44.1% |
| Admin fee / account holder | $298 | $11,591-97.4% | $8,252-96.4% | $11,403-97.4% |