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 | $34,862 | $109,881-68.3% | $150,045-76.8% | $84,808-58.9% |
| Participation rate | 80.0% | 76.1%+3.9pp | 82.3%-2.3pp | 68.3%+11.7pp |
| Annual return | 20.96% | 28.25%-7.3pp | 62.55%-41.6pp | 40.90%-19.9pp |
| Employer contribution / active EE | $2,995 | $3,561-15.9% | $4,693-36.2% | $2,631+13.8% |
| Participant deferral / active EE | $5,654 | $6,636-14.8% | $7,997-29.3% | $4,212+34.3% |
| Admin fee / account holder | $277 | $8,568-96.8% | $13,435-97.9% | $7,344-96.2% |