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 | $47,447 | $117,983-59.8% | $101,794-53.4% | $142,382-66.7% |
| Participation rate | 94.1% | 74.2%+19.9pp | 69.2%+24.9pp | 80.1%+14.0pp |
| Annual return | 14.55% | 36.92%-22.4pp | 30.53%-16.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,686 | $2,773-3.1% | $2,289+17.4% | $4,299-37.5% |
| Participant deferral / active EE | $5,215 | $4,714+10.6% | $4,084+27.7% | $6,507-19.9% |
| Admin fee / account holder | $135 | $10,433-98.7% | $8,777-98.5% | $12,624-98.9% |