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 | $49,463 | $53,822-8.1% | $75,696-34.7% | $85,850-42.4% |
| Participation rate | 96.2% | 69.1%+27.1pp | 74.8%+21.3pp | 69.3%+26.8pp |
| Annual return | 25.17% | 24.54%+0.6pp | 104.53%-79.4pp | 318.53%-293.4pp |
| Employer contribution / active EE | $733 | $2,017-63.6% | $2,743-73.3% | $2,565-71.4% |
| Participant deferral / active EE | $1,353 | $2,895-53.3% | $3,821-64.6% | $3,952-65.8% |
| Admin fee / account holder | $212 | $3,343-93.7% | $3,619-94.1% | $6,260-96.6% |