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 | $38,965 | $100,773-61.3% | $88,946-56.2% | $142,382-72.6% |
| Participation rate | 88.2% | 74.3%+13.9pp | 68.8%+19.4pp | 80.1%+8.1pp |
| Annual return | 19.98% | 70.18%-50.2pp | 57.82%-37.8pp | 217.08%-197.1pp |
| Employer contribution / active EE | $4,882 | $2,918+67.3% | $2,555+91.1% | $4,299+13.6% |
| Participant deferral / active EE | $12,487 | $5,230+138.7% | $4,581+172.6% | $6,507+91.9% |
| Admin fee / account holder | $147 | $9,693-98.5% | $8,261-98.2% | $12,624-98.8% |