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 | $54,047 | $214,378-74.8% | $200,582-73.1% | $142,382-62.0% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 12.85% | 46.41%-33.6pp | 42.33%-29.5pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,275 | $6,841-66.7% | $6,419-64.6% | $4,299-47.1% |
| Participant deferral / active EE | $5,210 | $9,865-47.2% | $9,331-44.2% | $6,507-19.9% |
| Admin fee / account holder | $137 | $17,692-99.2% | $16,305-99.2% | $12,624-98.9% |