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 | $39,151 | $177,572-78.0% | $154,803-74.7% | $142,382-72.5% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 19.09% | 65.07%-46.0pp | 58.88%-39.8pp | 217.08%-198.0pp |
| Employer contribution / active EE | $993 | $4,810-79.4% | $4,305-76.9% | $4,299-76.9% |
| Participant deferral / active EE | $6,380 | $6,272+1.7% | $5,540+15.2% | $6,507-2.0% |
| Admin fee / account holder | $296 | $16,786-98.2% | $14,329-97.9% | $12,624-97.7% |