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 | $25,652 | $69,207-62.9% | $64,056-60.0% | $139,434-81.6% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 16.52% | 45.88%-29.4pp | 33.69%-17.2pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,782 | $3,182-44.0% | $2,747-35.1% | $4,751-62.5% |
| Participant deferral / active EE | $5,749 | $4,682+22.8% | $3,880+48.2% | $6,710-14.3% |
| Admin fee / account holder | $111 | $4,244-97.4% | $3,068-96.4% | $11,403-99.0% |