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 | $46,527 | $201,272-76.9% | $184,203-74.7% | $145,922-68.1% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.1pp |
| Annual return | 25.56% | 29.00%-3.4pp | 28.81%-3.3pp | 561.29%-535.7pp |
| Employer contribution / active EE | $3,406 | $7,022-51.5% | $6,427-47.0% | $4,660-26.9% |
| Participant deferral / active EE | $5,188 | $9,806-47.1% | $9,131-43.2% | $6,688-22.4% |
| Admin fee / account holder | $34 | $16,364-99.8% | $13,901-99.8% | $13,397-99.7% |