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 | $53,814 | $89,355-39.8% | $141,162-61.9% | $72,985-26.3% |
| Participation rate | 88.0% | 75.1%+12.9pp | 82.5%+5.5pp | 69.5%+18.5pp |
| Annual return | 32.68% | 111.85%-79.2pp | 71.39%-38.7pp | 81.00%-48.3pp |
| Employer contribution / active EE | $3,159 | $3,114+1.4% | $4,735-33.3% | $2,440+29.5% |
| Participant deferral / active EE | $6,675 | $5,418+23.2% | $6,709-0.5% | $3,607+85.0% |
| Admin fee / account holder | $265 | $5,958-95.5% | $10,261-97.4% | $5,124-94.8% |