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 | $45,941 | $158,398-71.0% | $126,539-63.7% | $142,382-67.7% |
| Participation rate | 84.2% | 75.8%+8.4pp | 69.8%+14.4pp | 80.1%+4.1pp |
| Annual return | 17.93% | 593.76%-575.8pp | 425.95%-408.0pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,586 | $4,650-44.4% | $3,674-29.6% | $4,299-39.9% |
| Participant deferral / active EE | $4,271 | $4,767-10.4% | $4,083+4.6% | $6,507-34.4% |
| Admin fee / account holder | $55 | $6,918-99.2% | $6,065-99.1% | $12,624-99.6% |