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 | $30,594 | $88,751-65.5% | $81,812-62.6% | $145,922-79.0% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 15.03% | 1025.40%-1010.4pp | 773.79%-758.8pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,581 | $3,083-48.7% | $2,912-45.7% | $4,660-66.1% |
| Participant deferral / active EE | $2,276 | $4,643-51.0% | $4,319-47.3% | $6,688-66.0% |
| Admin fee / account holder | $40 | $8,415-99.5% | $7,386-99.5% | $13,397-99.7% |