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 4-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 | $51,464 | $107,452-52.1% | $91,541-43.8% | $142,382-63.9% |
| Participation rate | 71.4% | 75.1%-3.6pp | 69.8%+1.7pp | 80.1%-8.7pp |
| Annual return | 14.64% | 22.06%-7.4pp | 20.50%-5.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,272 | $2,994-24.1% | $2,505-9.3% | $4,299-47.1% |
| Participant deferral / active EE | $5,802 | $4,754+22.0% | $4,008+44.8% | $6,507-10.8% |
| Admin fee / account holder | $254 | $8,834-97.1% | $6,956-96.3% | $12,624-98.0% |