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 6-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 | $38,765 | $173,345-77.6% | $136,007-71.5% | $145,922-73.4% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.55% | 1163.32%-1146.8pp | 579.32%-562.8pp | 561.29%-544.7pp |
| Employer contribution / active EE | $5,366 | $5,278+1.7% | $4,217+27.3% | $4,660+15.2% |
| Participant deferral / active EE | $6,404 | $8,699-26.4% | $7,025-8.8% | $6,688-4.2% |
| Admin fee / account holder | $208 | $9,954-97.9% | $6,858-97.0% | $13,397-98.5% |