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 | $67,806 | $106,515-36.3% | $96,683-29.9% | $139,434-51.4% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 21.05% | 38.43%-17.4pp | 35.69%-14.6pp | 372.94%-351.9pp |
| Employer contribution / active EE | $2,491 | $4,103-39.3% | $3,737-33.3% | $4,751-47.6% |
| Participant deferral / active EE | $6,387 | $5,454+17.1% | $4,878+30.9% | $6,710-4.8% |
| Admin fee / account holder | $29 | $7,877-99.6% | $6,730-99.6% | $11,403-99.7% |