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 | $58,697 | $211,958-72.3% | $169,463-65.4% | $135,375-56.6% |
| Participation rate | 70.0% | 82.6%-12.6pp | 77.8%-7.8pp | 82.6%-12.6pp |
| Annual return | 14.66% | 3.26%+11.4pp | 1.83%+12.8pp | 519.73%-505.1pp |
| Employer contribution / active EE | $1,386 | $5,120-72.9% | $4,159-66.7% | $4,779-71.0% |
| Participant deferral / active EE | $2,635 | $6,075-56.6% | $5,277-50.1% | $5,609-53.0% |
| Admin fee / account holder | $57 | $11,471-99.5% | $9,109-99.4% | $10,827-99.5% |