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 | $29,115 | $159,602-81.8% | $150,045-80.6% | $142,382-79.6% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 19.57% | 70.24%-50.7pp | 62.55%-43.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $2,029 | $4,961-59.1% | $4,693-56.8% | $4,299-52.8% |
| Participant deferral / active EE | $4,200 | $8,310-49.5% | $7,997-47.5% | $6,507-35.5% |
| Admin fee / account holder | $87 | $14,846-99.4% | $13,435-99.4% | $12,624-99.3% |