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 | $53,877 | $176,377-69.5% | $134,143-59.8% | $158,922-66.1% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 16.62% | 63.63%-47.0pp | 36.33%-19.7pp | 302.83%-286.2pp |
| Employer contribution / active EE | $2,374 | $5,040-52.9% | $3,704-35.9% | $4,761-50.1% |
| Participant deferral / active EE | $9,000 | $4,091+120.0% | $3,499+157.2% | $5,982+50.4% |
| Admin fee / account holder | $22 | $8,718-99.8% | $6,684-99.7% | $11,246-99.8% |