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 9-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 | $50,684 | $91,190-44.4% | $178,490-71.6% | $79,858-36.5% |
| Participation rate | 72.4% | 69.2%+3.2pp | 81.9%-9.5pp | 69.6%+2.8pp |
| Annual return | 21.65% | 24.19%-2.5pp | 151.07%-129.4pp | 31.71%-10.1pp |
| Employer contribution / active EE | $1,919 | $3,256-41.0% | $5,011-61.7% | $2,471-22.3% |
| Participant deferral / active EE | $4,166 | $3,236+28.7% | $5,202-19.9% | $3,740+11.4% |
| Admin fee / account holder | $52 | $6,751-99.2% | $13,984-99.6% | $5,306-99.0% |