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 | $32,202 | $95,266-66.2% | $82,389-60.9% | $142,382-77.4% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.5%+10.5pp | 80.1%-0.1pp |
| Annual return | 22.85% | 25.74%-2.9pp | 28.67%-5.8pp | 217.08%-194.2pp |
| Employer contribution / active EE | $1,667 | $2,991-44.3% | $2,517-33.8% | $4,299-61.2% |
| Participant deferral / active EE | $5,030 | $4,809+4.6% | $4,155+21.1% | $6,507-22.7% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |