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 | $56,548 | $105,126-46.2% | $94,646-40.3% | $139,434-59.4% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 25.61% | 38.03%-12.4pp | 156.71%-131.1pp | 372.94%-347.3pp |
| Employer contribution / active EE | $8,108 | $4,106+97.5% | $3,672+120.8% | $4,751+70.7% |
| Participant deferral / active EE | $7,183 | $7,599-5.5% | $7,418-3.2% | $6,710+7.0% |
| Admin fee / account holder | $115 | $8,984-98.7% | $7,231-98.4% | $11,403-99.0% |