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 | $50,546 | $102,317-50.6% | $146,958-65.6% | $80,856-37.5% |
| Participation rate | 83.7% | 75.8%+7.9pp | 82.2%+1.6pp | 67.6%+16.1pp |
| Annual return | 17.49% | 134.76%-117.3pp | 418.34%-400.9pp | 35.59%-18.1pp |
| Employer contribution / active EE | $1,305 | $3,713-64.9% | $4,933-73.6% | $2,755-52.6% |
| Participant deferral / active EE | $3,679 | $6,644-44.6% | $8,070-54.4% | $4,296-14.4% |
| Admin fee / account holder | $174 | $7,941-97.8% | $12,998-98.7% | $6,918-97.5% |