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 | $49,607 | $162,781-69.5% | $133,956-63.0% | $158,922-68.8% |
| Participation rate | 77.8% | 83.2%-5.4pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 23.76% | 41.94%-18.2pp | 45.09%-21.3pp | 302.83%-279.1pp |
| Employer contribution / active EE | $1,474 | $4,975-70.4% | $3,919-62.4% | $4,761-69.0% |
| Participant deferral / active EE | $6,179 | $5,911+4.5% | $5,048+22.4% | $5,982+3.3% |
| Admin fee / account holder | $8 | $11,736-99.9% | $8,927-99.9% | $11,246-99.9% |