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 | $27,167 | $114,381-76.2% | $107,525-74.7% | $142,382-80.9% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.1%+19.0pp | 80.1%+14.0pp |
| Annual return | 40.55% | 242.71%-202.2pp | 181.32%-140.8pp | 217.08%-176.5pp |
| Employer contribution / active EE | $2,078 | $4,015-48.2% | $3,754-44.6% | $4,299-51.7% |
| Participant deferral / active EE | $3,927 | $5,564-29.4% | $5,116-23.2% | $6,507-39.7% |
| Admin fee / account holder | $40 | $9,860-99.6% | $8,919-99.6% | $12,624-99.7% |