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 6-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 | $52,269 | $214,378-75.6% | $200,582-73.9% | $142,382-63.3% |
| Participation rate | 81.8% | 87.4%-5.6pp | 86.9%-5.1pp | 80.1%+1.7pp |
| Annual return | 18.78% | 46.41%-27.6pp | 42.33%-23.6pp | 217.08%-198.3pp |
| Employer contribution / active EE | $3,294 | $6,841-51.8% | $6,419-48.7% | $4,299-23.4% |
| Participant deferral / active EE | $5,158 | $9,865-47.7% | $9,331-44.7% | $6,507-20.7% |
| Admin fee / account holder | $79 | $17,692-99.6% | $16,305-99.5% | $12,624-99.4% |