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 | $21,300 | $177,572-88.0% | $154,803-86.2% | $142,382-85.0% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 44.41% | 65.07%-20.7pp | 58.88%-14.5pp | 217.08%-172.7pp |
| Employer contribution / active EE | $1,952 | $4,810-59.4% | $4,305-54.7% | $4,299-54.6% |
| Participant deferral / active EE | $5,149 | $6,272-17.9% | $5,540-7.1% | $6,507-20.9% |
| Admin fee / account holder | $129 | $16,786-99.2% | $14,329-99.1% | $12,624-99.0% |