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 | $45,724 | $111,754-59.1% | $103,333-55.8% | $145,922-68.7% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.2pp |
| Annual return | 18.87% | 24.77%-5.9pp | 24.88%-6.0pp | 561.29%-542.4pp |
| Employer contribution / active EE | $1,933 | $4,212-54.1% | $3,868-50.0% | $4,660-58.5% |
| Participant deferral / active EE | $6,086 | $5,619+8.3% | $5,057+20.3% | $6,688-9.0% |
| Admin fee / account holder | $48 | $9,750-99.5% | $8,355-99.4% | $13,397-99.6% |