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 | $48,963 | $112,881-56.6% | $90,951-46.2% | $158,922-69.2% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 18.96% | 215.79%-196.8pp | 134.60%-115.6pp | 302.83%-283.9pp |
| Employer contribution / active EE | $1,357 | $2,893-53.1% | $2,122-36.0% | $4,761-71.5% |
| Participant deferral / active EE | $3,073 | $4,128-25.6% | $3,373-8.9% | $5,982-48.6% |
| Admin fee / account holder | $10 | $8,041-99.9% | $5,959-99.8% | $11,246-99.9% |