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 | $40,081 | $183,519-78.2% | $155,509-74.2% | $145,922-72.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 19.48% | 61.17%-41.7pp | 64.67%-45.2pp | 561.29%-541.8pp |
| Employer contribution / active EE | $3,039 | $5,313-42.8% | $4,672-35.0% | $4,660-34.8% |
| Participant deferral / active EE | $6,118 | $6,462-5.3% | $5,626+8.7% | $6,688-8.5% |
| Admin fee / account holder | $295 | $19,313-98.5% | $15,912-98.1% | $13,397-97.8% |