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 9-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 | $55,186 | $115,770-52.3% | $101,248-45.5% | $158,922-65.3% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 21.74% | 56.14%-34.4pp | 46.47%-24.7pp | 302.83%-281.1pp |
| Employer contribution / active EE | $3,170 | $4,175-24.1% | $3,660-13.4% | $4,761-33.4% |
| Participant deferral / active EE | $12,308 | $4,957+148.3% | $4,370+181.6% | $5,982+105.8% |
| Admin fee / account holder | $84 | $7,245-98.8% | $5,945-98.6% | $11,246-99.3% |