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 | $37,729 | $175,202-78.5% | $149,673-74.8% | $139,434-72.9% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 18.57% | 166.71%-148.1pp | 134.42%-115.8pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,348 | $5,474-57.1% | $4,818-51.3% | $4,751-50.6% |
| Participant deferral / active EE | $6,223 | $6,519-4.5% | $5,680+9.6% | $6,710-7.3% |
| Admin fee / account holder | $234 | $16,150-98.6% | $13,210-98.2% | $11,403-97.9% |