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 | $51,536 | $111,724-53.9% | $93,606-44.9% | $145,922-64.7% |
| Participation rate | 78.6% | 74.2%+4.4pp | 68.7%+9.9pp | 80.3%-1.7pp |
| Annual return | 11.59% | 202.98%-191.4pp | 133.20%-121.6pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,897 | $3,090-38.6% | $2,420-21.6% | $4,660-59.3% |
| Participant deferral / active EE | $5,774 | $4,912+17.5% | $4,411+30.9% | $6,688-13.7% |
| Admin fee / account holder | $268 | $10,250-97.4% | $8,285-96.8% | $13,397-98.0% |