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 7-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 | $50,055 | $117,841-57.5% | $102,423-51.1% | $145,922-65.7% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 13.49% | 31.65%-18.2pp | 29.32%-15.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $3,040 | $3,615-15.9% | $3,023+0.6% | $4,660-34.8% |
| Participant deferral / active EE | $8,923 | $5,731+55.7% | $5,053+76.6% | $6,688+33.4% |
| Admin fee / account holder | $48 | $13,326-99.6% | $9,451-99.5% | $13,397-99.6% |