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 | $54,776 | $140,940-61.1% | $112,229-51.2% | $139,434-60.7% |
| Participation rate | 83.3% | 79.2%+4.1pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 21.87% | 32.71%-10.8pp | 30.20%-8.3pp | 372.94%-351.1pp |
| Employer contribution / active EE | $1,327 | $4,283-69.0% | $3,430-61.3% | $4,751-72.1% |
| Participant deferral / active EE | $5,588 | $5,874-4.9% | $4,798+16.5% | $6,710-16.7% |
| Admin fee / account holder | $258 | $9,954-97.4% | $7,748-96.7% | $11,403-97.7% |