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 | $51,712 | $102,966-49.8% | $90,281-42.7% | $152,861-66.2% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.4%-11.0pp |
| Annual return | 21.26% | 95.16%-73.9pp | 78.10%-56.8pp | 345.32%-324.1pp |
| Employer contribution / active EE | $2,247 | $3,139-28.4% | $2,854-21.3% | $4,762-52.8% |
| Participant deferral / active EE | $4,492 | $4,281+4.9% | $3,885+15.6% | $5,850-23.2% |
| Admin fee / account holder | $30 | $6,171-99.5% | $5,351-99.4% | $11,596-99.7% |