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 | $51,275 | $93,571-45.2% | $135,903-62.3% | $75,163-31.8% |
| Participation rate | 78.0% | 75.2%+2.9pp | 81.9%-3.9pp | 67.2%+10.9pp |
| Annual return | 19.05% | 30.90%-11.9pp | 68.23%-49.2pp | 160.62%-141.6pp |
| Employer contribution / active EE | $2,376 | $3,537-32.8% | $4,856-51.1% | $2,670-11.0% |
| Participant deferral / active EE | $6,286 | $6,404-1.8% | $7,758-19.0% | $4,125+52.4% |
| Admin fee / account holder | $266 | $6,975-96.2% | $10,762-97.5% | $5,651-95.3% |