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 | $53,267 | $115,770-54.0% | $101,248-47.4% | $158,922-66.5% |
| Participation rate | 76.9% | 79.4%-2.4pp | 75.8%+1.1pp | 82.0%-5.0pp |
| Annual return | 18.29% | 56.14%-37.8pp | 46.47%-28.2pp | 302.83%-284.5pp |
| Employer contribution / active EE | $1,615 | $4,175-61.3% | $3,660-55.9% | $4,761-66.1% |
| Participant deferral / active EE | $4,958 | $4,9570% | $4,370+13.4% | $5,982-17.1% |
| Admin fee / account holder | $90 | $7,245-98.8% | $5,945-98.5% | $11,246-99.2% |