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 | $37,121 | $185,822-80.0% | $169,993-78.2% | $139,434-73.4% |
| Participation rate | 81.8% | 87.8%-5.9pp | 87.0%-5.2pp | 80.3%+1.5pp |
| Annual return | 38.39% | 60.50%-22.1pp | 53.37%-15.0pp | 372.94%-334.6pp |
| Employer contribution / active EE | $5,567 | $7,590-26.7% | $6,785-18.0% | $4,751+17.2% |
| Participant deferral / active EE | $13,000 | $11,622+11.9% | $10,408+24.9% | $6,710+93.7% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |