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 | $55,417 | $159,602-65.3% | $150,045-63.1% | $142,382-61.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 26.28% | 70.24%-44.0pp | 62.55%-36.3pp | 217.08%-190.8pp |
| Employer contribution / active EE | $1,169 | $4,961-76.4% | $4,693-75.1% | $4,299-72.8% |
| Participant deferral / active EE | $13,281 | $8,310+59.8% | $7,997+66.1% | $6,507+104.1% |
| Admin fee / account holder | $86 | $14,846-99.4% | $13,435-99.4% | $12,624-99.3% |