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 | $50,084 | $176,056-71.6% | $159,436-68.6% | $167,490-70.1% |
| Participation rate | 80.0% | 84.9%-4.9pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 13.96% | 331.75%-317.8pp | 263.57%-249.6pp | 478.56%-464.6pp |
| Employer contribution / active EE | $9,415 | $5,297+77.7% | $4,829+94.9% | $4,837+94.6% |
| Participant deferral / active EE | $16,328 | $7,750+110.7% | $7,352+122.1% | $6,341+157.5% |
| Admin fee / account holder | $47 | $12,554-99.6% | $10,799-99.6% | $12,309-99.6% |