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 | $38,669 | $148,534-74.0% | $135,903-71.5% | $139,434-72.3% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 23.08% | 79.19%-56.1pp | 68.23%-45.2pp | 372.94%-349.9pp |
| Employer contribution / active EE | $2,713 | $5,243-48.3% | $4,856-44.1% | $4,751-42.9% |
| Participant deferral / active EE | $6,803 | $8,100-16.0% | $7,758-12.3% | $6,710+1.4% |
| Admin fee / account holder | $159 | $12,400-98.7% | $10,762-98.5% | $11,403-98.6% |