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 | $53,849 | $95,561-43.6% | $77,163-30.2% | $139,434-61.4% |
| Participation rate | 75.0% | 73.9%+1.1pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 12.51% | 54.92%-42.4pp | 37.87%-25.4pp | 372.94%-360.4pp |
| Employer contribution / active EE | $1,883 | $3,147-40.2% | $2,535-25.7% | $4,751-60.4% |
| Participant deferral / active EE | $6,637 | $4,624+43.5% | $3,833+73.1% | $6,710-1.1% |
| Admin fee / account holder | $0 | $8,295-100.0% | $5,472-100.0% | $11,403-100.0% |