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 | $50,593 | $103,376-51.1% | $87,100-41.9% | $152,861-66.9% |
| Participation rate | 95.5% | 79.3%+16.1pp | 76.9%+18.6pp | 82.4%+13.0pp |
| Annual return | 24.01% | 28.10%-4.1pp | 28.19%-4.2pp | 345.32%-321.3pp |
| Employer contribution / active EE | $1,876 | $3,220-41.7% | $2,521-25.6% | $4,762-60.6% |
| Participant deferral / active EE | $3,328 | $4,778-30.3% | $4,049-17.8% | $5,850-43.1% |
| Admin fee / account holder | $278 | $12,205-97.7% | $7,497-96.3% | $11,596-97.6% |