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 | $44,133 | $148,534-70.3% | $135,903-67.5% | $139,434-68.3% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 25.78% | 79.19%-53.4pp | 68.23%-42.4pp | 372.94%-347.2pp |
| Employer contribution / active EE | $7,528 | $5,243+43.6% | $4,856+55.0% | $4,751+58.5% |
| Participant deferral / active EE | $7,528 | $8,100-7.1% | $7,758-3.0% | $6,710+12.2% |
| Admin fee / account holder | $47 | $12,400-99.6% | $10,762-99.6% | $11,403-99.6% |