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 | $53,545 | $103,376-48.2% | $87,100-38.5% | $152,861-65.0% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.9%+6.5pp | 82.4%+0.9pp |
| Annual return | 22.68% | 28.10%-5.4pp | 28.19%-5.5pp | 345.32%-322.6pp |
| Employer contribution / active EE | $2,507 | $3,220-22.1% | $2,521-0.6% | $4,762-47.4% |
| Participant deferral / active EE | $2,966 | $4,778-37.9% | $4,049-26.7% | $5,850-49.3% |
| Admin fee / account holder | $55 | $12,205-99.5% | $7,497-99.3% | $11,596-99.5% |