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 | $49,125 | $217,402-77.4% | $185,823-73.6% | $167,490-70.7% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 15.72% | 148.36%-132.6pp | 122.05%-106.3pp | 478.56%-462.8pp |
| Employer contribution / active EE | $2,567 | $5,873-56.3% | $5,167-50.3% | $4,837-46.9% |
| Participant deferral / active EE | $6,759 | $6,356+6.3% | $5,568+21.4% | $6,341+6.6% |
| Admin fee / account holder | $63 | $19,811-99.7% | $16,237-99.6% | $12,309-99.5% |