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 | $57,365 | $99,877-42.6% | $84,966-32.5% | $145,922-60.7% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 14.05% | 83.76%-69.7pp | 66.38%-52.3pp | 561.29%-547.2pp |
| Employer contribution / active EE | $5,479 | $3,231+69.5% | $2,727+100.9% | $4,660+17.6% |
| Participant deferral / active EE | $8,128 | $5,291+53.6% | $4,519+79.8% | $6,688+21.5% |
| Admin fee / account holder | $260 | $7,248-96.4% | $6,149-95.8% | $13,397-98.1% |