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 | $54,290 | $111,754-51.4% | $103,333-47.5% | $145,922-62.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 16.25% | 24.77%-8.5pp | 24.88%-8.6pp | 561.29%-545.0pp |
| Employer contribution / active EE | $2,273 | $4,212-46.0% | $3,868-41.2% | $4,660-51.2% |
| Participant deferral / active EE | $7,937 | $5,619+41.3% | $5,057+56.9% | $6,688+18.7% |
| Admin fee / account holder | $218 | $9,750-97.8% | $8,355-97.4% | $13,397-98.4% |