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 4-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 | $54,541 | $197,591-72.4% | $177,821-69.3% | $158,922-65.7% |
| Participation rate | 95.7% | 88.5%+7.1pp | 87.7%+7.9pp | 82.0%+13.7pp |
| Annual return | 21.22% | 58.76%-37.5pp | 48.32%-27.1pp | 302.83%-281.6pp |
| Employer contribution / active EE | $1,698 | $6,697-74.6% | $5,918-71.3% | $4,761-64.3% |
| Participant deferral / active EE | $4,356 | $8,405-48.2% | $7,714-43.5% | $5,982-27.2% |
| Admin fee / account holder | $265 | $15,399-98.3% | $12,427-97.9% | $11,246-97.6% |