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 4-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 | $39,051 | $201,272-80.6% | $184,203-78.8% | $145,922-73.2% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 28.80% | 29.00%-0.2pp | 28.81%0pp | 561.29%-532.5pp |
| Employer contribution / active EE | $5,801 | $7,022-17.4% | $6,427-9.7% | $4,660+24.5% |
| Participant deferral / active EE | $9,491 | $9,806-3.2% | $9,131+3.9% | $6,688+41.9% |
| Admin fee / account holder | $166 | $16,364-99.0% | $13,901-98.8% | $13,397-98.8% |