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 | $42,685 | $202,432-78.9% | $169,368-74.8% | $139,434-69.4% |
| Participation rate | 71.4% | 81.1%-9.6pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 12.91% | 531.74%-518.8pp | 405.60%-392.7pp | 372.94%-360.0pp |
| Employer contribution / active EE | $3,518 | $4,692-25.0% | $4,013-12.3% | $4,751-25.9% |
| Participant deferral / active EE | $6,700 | $6,938-3.4% | $6,221+7.7% | $6,710-0.2% |
| Admin fee / account holder | $262 | $10,708-97.6% | $9,003-97.1% | $11,403-97.7% |