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 | $54,367 | $104,974-48.2% | $95,585-43.1% | $142,382-61.8% |
| Participation rate | 73.7% | 75.0%-1.3pp | 72.1%+1.6pp | 80.1%-6.4pp |
| Annual return | 13.45% | 210.33%-196.9pp | 38.56%-25.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $3,309 | $2,779+19.1% | $2,527+31.0% | $4,299-23.0% |
| Participant deferral / active EE | $5,824 | $4,352+33.8% | $4,023+44.8% | $6,507-10.5% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |