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 | $30,037 | $175,202-82.9% | $149,673-79.9% | $139,434-78.5% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 21.52% | 166.71%-145.2pp | 134.42%-112.9pp | 372.94%-351.4pp |
| Employer contribution / active EE | $1,971 | $5,474-64.0% | $4,818-59.1% | $4,751-58.5% |
| Participant deferral / active EE | $6,475 | $6,519-0.7% | $5,680+14.0% | $6,710-3.5% |
| Admin fee / account holder | $219 | $16,150-98.6% | $13,210-98.3% | $11,403-98.1% |