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 | $40,405 | $74,888-46.0% | $71,209-43.3% | $142,382-71.6% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 23.34% | 345.14%-321.8pp | 282.51%-259.2pp | 217.08%-193.7pp |
| Employer contribution / active EE | $2,116 | $2,854-25.9% | $2,721-22.2% | $4,299-50.8% |
| Participant deferral / active EE | $5,797 | $4,454+30.1% | $4,175+38.8% | $6,507-10.9% |
| Admin fee / account holder | $78 | $5,568-98.6% | $5,349-98.5% | $12,624-99.4% |