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 | $36,682 | $177,572-79.3% | $154,803-76.3% | $142,382-74.2% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 23.53% | 65.07%-41.5pp | 58.88%-35.4pp | 217.08%-193.6pp |
| Employer contribution / active EE | $2,652 | $4,810-44.9% | $4,305-38.4% | $4,299-38.3% |
| Participant deferral / active EE | $9,857 | $6,272+57.2% | $5,540+77.9% | $6,507+51.5% |
| Admin fee / account holder | $234 | $16,786-98.6% | $14,329-98.4% | $12,624-98.1% |