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 | $33,313 | $173,345-80.8% | $136,007-75.5% | $145,922-77.2% |
| Participation rate | 85.7% | 80.5%+5.3pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 14.34% | 1163.32%-1149.0pp | 579.32%-565.0pp | 561.29%-546.9pp |
| Employer contribution / active EE | $3,501 | $5,278-33.7% | $4,217-17.0% | $4,660-24.9% |
| Participant deferral / active EE | $4,934 | $8,699-43.3% | $7,025-29.8% | $6,688-26.2% |
| Admin fee / account holder | $58 | $9,954-99.4% | $6,858-99.2% | $13,397-99.6% |