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 6-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 | $54,452 | $148,534-63.3% | $135,903-59.9% | $139,434-60.9% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 18.93% | 79.19%-60.3pp | 68.23%-49.3pp | 372.94%-354.0pp |
| Employer contribution / active EE | $2,750 | $5,243-47.5% | $4,856-43.4% | $4,751-42.1% |
| Participant deferral / active EE | $10,271 | $8,100+26.8% | $7,758+32.4% | $6,710+53.1% |
| Admin fee / account holder | $145 | $12,400-98.8% | $10,762-98.7% | $11,403-98.7% |