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 | $54,206 | $102,616-47.2% | $81,983-33.9% | $158,922-65.9% |
| Participation rate | 90.9% | 75.5%+15.4pp | 69.2%+21.7pp | 82.0%+9.0pp |
| Annual return | 21.96% | 61.04%-39.1pp | 41.31%-19.3pp | 302.83%-280.9pp |
| Employer contribution / active EE | $1,590 | $3,240-50.9% | $2,498-36.3% | $4,761-66.6% |
| Participant deferral / active EE | $4,486 | $4,648-3.5% | $3,722+20.5% | $5,982-25.0% |
| Admin fee / account holder | $71 | $8,235-99.1% | $5,664-98.7% | $11,246-99.4% |