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 | $50,270 | $109,327-54.0% | $89,391-43.8% | $158,922-68.4% |
| Participation rate | 94.1% | 74.3%+19.9pp | 68.0%+26.1pp | 82.0%+12.2pp |
| Annual return | 14.81% | 345.68%-330.9pp | 245.62%-230.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,652 | $3,170-47.9% | $2,586-36.1% | $4,761-65.3% |
| Participant deferral / active EE | $5,667 | $4,598+23.2% | $3,890+45.7% | $5,982-5.3% |
| Admin fee / account holder | $170 | $6,153-97.2% | $4,881-96.5% | $11,246-98.5% |