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 6-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 | $49,540 | $81,248-39.0% | $155,509-68.1% | $80,856-38.7% |
| Participation rate | 72.7% | 66.2%+6.5pp | 78.2%-5.5pp | 67.6%+5.1pp |
| Annual return | 12.08% | 33.31%-21.2pp | 64.67%-52.6pp | 35.59%-23.5pp |
| Employer contribution / active EE | $11,644 | $3,100+275.6% | $4,672+149.2% | $2,755+322.7% |
| Participant deferral / active EE | $5,935 | $3,452+72.0% | $5,626+5.5% | $4,296+38.2% |
| Admin fee / account holder | $95 | $7,997-98.8% | $15,912-99.4% | $6,918-98.6% |