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 | $31,235 | $127,065-75.4% | $113,168-72.4% | $142,382-78.1% |
| Participation rate | 92.9% | 79.2%+13.7pp | 76.6%+16.3pp | 80.1%+12.7pp |
| Annual return | 19.72% | 24.03%-4.3pp | 24.27%-4.5pp | 217.08%-197.4pp |
| Employer contribution / active EE | $2,009 | $3,442-41.6% | $2,975-32.5% | $4,299-53.3% |
| Participant deferral / active EE | $7,783 | $5,716+36.2% | $5,107+52.4% | $6,507+19.6% |
| Admin fee / account holder | $188 | $15,736-98.8% | $12,068-98.4% | $12,624-98.5% |