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 | $49,426 | $214,378-76.9% | $200,582-75.4% | $142,382-65.3% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 24.50% | 46.41%-21.9pp | 42.33%-17.8pp | 217.08%-192.6pp |
| Employer contribution / active EE | $3,546 | $6,841-48.2% | $6,419-44.8% | $4,299-17.5% |
| Participant deferral / active EE | $8,351 | $9,865-15.3% | $9,331-10.5% | $6,507+28.3% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |