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 7-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 | $56,305 | $124,281-54.7% | $109,143-48.4% | $167,490-66.4% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 15.18% | 26.04%-10.9pp | 25.75%-10.6pp | 478.56%-463.4pp |
| Employer contribution / active EE | $2,247 | $4,207-46.6% | $3,722-39.6% | $4,837-53.6% |
| Participant deferral / active EE | $10,928 | $5,255+107.9% | $4,653+134.8% | $6,341+72.3% |
| Admin fee / account holder | $20 | $7,970-99.7% | $6,752-99.7% | $12,309-99.8% |