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 | $29,407 | $111,754-73.7% | $103,333-71.5% | $145,922-79.8% |
| Participation rate | 70.6% | 77.9%-7.3pp | 74.5%-3.9pp | 80.3%-9.7pp |
| Annual return | 21.56% | 24.77%-3.2pp | 24.88%-3.3pp | 561.29%-539.7pp |
| Employer contribution / active EE | $2,219 | $4,212-47.3% | $3,868-42.6% | $4,660-52.4% |
| Participant deferral / active EE | $3,086 | $5,619-45.1% | $5,057-39.0% | $6,688-53.9% |
| Admin fee / account holder | $300 | $9,750-96.9% | $8,355-96.4% | $13,397-97.8% |