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 | $41,894 | $201,272-79.2% | $184,203-77.3% | $145,922-71.3% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 18.87% | 29.00%-10.1pp | 28.81%-9.9pp | 561.29%-542.4pp |
| Employer contribution / active EE | $2,886 | $7,022-58.9% | $6,427-55.1% | $4,660-38.1% |
| Participant deferral / active EE | $11,741 | $9,806+19.7% | $9,131+28.6% | $6,688+75.6% |
| Admin fee / account holder | $143 | $16,364-99.1% | $13,901-99.0% | $13,397-98.9% |