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 | $56,720 | $95,266-40.5% | $82,389-31.2% | $142,382-60.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 21.63% | 25.74%-4.1pp | 28.67%-7.0pp | 217.08%-195.4pp |
| Employer contribution / active EE | $1,933 | $2,991-35.4% | $2,517-23.2% | $4,299-55.0% |
| Participant deferral / active EE | $12,387 | $4,809+157.6% | $4,155+198.2% | $6,507+90.4% |
| Admin fee / account holder | $55 | $8,563-99.4% | $7,231-99.2% | $12,624-99.6% |