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 | $49,041 | $106,584-54.0% | $101,326-51.6% | $142,382-65.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.56% | 36.93%-15.4pp | 36.82%-15.3pp | 217.08%-195.5pp |
| Employer contribution / active EE | $4,770 | $3,956+20.6% | $3,665+30.1% | $4,299+11.0% |
| Participant deferral / active EE | $7,271 | $8,297-12.4% | $7,994-9.0% | $6,507+11.7% |
| Admin fee / account holder | $47 | $11,446-99.6% | $11,185-99.6% | $12,624-99.6% |