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 | $51,919 | $109,881-52.7% | $150,045-65.4% | $84,808-38.8% |
| Participation rate | 72.5% | 76.1%-3.6pp | 82.3%-9.8pp | 68.3%+4.2pp |
| Annual return | 20.48% | 28.25%-7.8pp | 62.55%-42.1pp | 40.90%-20.4pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $9,977 | $6,636+50.4% | $7,997+24.8% | $4,212+136.9% |
| Admin fee / account holder | $0 | $8,568-100.0% | $13,435-100.0% | $7,344-100.0% |