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 | $51,076 | $85,766-40.4% | $136,294-62.5% | $70,131-27.2% |
| Participation rate | 80.0% | 74.2%+5.8pp | 81.9%-1.9pp | 69.5%+10.5pp |
| Annual return | 14.48% | 31.45%-17.0pp | 5155.94%-5141.5pp | 73.14%-58.7pp |
| Employer contribution / active EE | $1,966 | $2,966-33.7% | $4,695-58.1% | $2,342-16.1% |
| Participant deferral / active EE | $3,228 | $5,051-36.1% | $6,247-48.3% | $3,332-3.1% |
| Admin fee / account holder | $232 | $5,420-95.7% | $9,243-97.5% | $4,645-95.0% |