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 | $49,858 | $165,335-69.8% | $149,696-66.7% | $158,922-68.6% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 16.85% | 348.15%-331.3pp | 276.60%-259.8pp | 302.83%-286.0pp |
| Employer contribution / active EE | $2,500 | $5,103-51.0% | $4,644-46.2% | $4,761-47.5% |
| Participant deferral / active EE | $5,747 | $7,181-20.0% | $6,842-16.0% | $5,982-3.9% |
| Admin fee / account holder | $153 | $10,807-98.6% | $9,309-98.4% | $11,246-98.6% |