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 8-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 | $53,731 | $124,319-56.8% | $111,297-51.7% | $167,490-67.9% |
| Participation rate | 70.6% | 79.6%-9.0pp | 77.3%-6.7pp | 82.1%-11.5pp |
| Annual return | 14.37% | 37.44%-23.1pp | 54.65%-40.3pp | 478.56%-464.2pp |
| Employer contribution / active EE | $1,586 | $3,435-53.8% | $2,731-41.9% | $4,837-67.2% |
| Participant deferral / active EE | $6,459 | $5,180+24.7% | $4,487+43.9% | $6,341+1.9% |
| Admin fee / account holder | $42 | $10,618-99.6% | $7,964-99.5% | $12,309-99.7% |