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 10-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 | $53,762 | $96,305-44.2% | $80,569-33.3% | $139,434-61.4% |
| Participation rate | 84.6% | 73.6%+11.0pp | 67.0%+17.6pp | 80.3%+4.3pp |
| Annual return | 12.36% | 1350.08%-1337.7pp | 935.43%-923.1pp | 372.94%-360.6pp |
| Employer contribution / active EE | $2,227 | $3,262-31.7% | $2,723-18.2% | $4,751-53.1% |
| Participant deferral / active EE | $5,007 | $5,232-4.3% | $4,447+12.6% | $6,710-25.4% |
| Admin fee / account holder | $197 | $6,599-97.0% | $5,377-96.3% | $11,403-98.3% |