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 | $47,896 | $183,519-73.9% | $155,509-69.2% | $145,922-67.2% |
| Participation rate | 76.5% | 82.7%-6.2pp | 78.2%-1.7pp | 80.3%-3.8pp |
| Annual return | 16.67% | 61.17%-44.5pp | 64.67%-48.0pp | 561.29%-544.6pp |
| Employer contribution / active EE | $3,049 | $5,313-42.6% | $4,672-34.7% | $4,660-34.6% |
| Participant deferral / active EE | $6,109 | $6,462-5.5% | $5,626+8.6% | $6,688-8.7% |
| Admin fee / account holder | $297 | $19,313-98.5% | $15,912-98.1% | $13,397-97.8% |