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 | $66,473 | $114,381-41.9% | $107,525-38.2% | $142,382-53.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 19.51% | 242.71%-223.2pp | 181.32%-161.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,631 | $4,015-59.4% | $3,754-56.6% | $4,299-62.1% |
| Participant deferral / active EE | $7,728 | $5,564+38.9% | $5,116+51.1% | $6,507+18.8% |
| Admin fee / account holder | $17 | $9,860-99.8% | $8,919-99.8% | $12,624-99.9% |