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 3-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 | $57,103 | $114,381-50.1% | $107,525-46.9% | $142,382-59.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 26.81% | 242.71%-215.9pp | 181.32%-154.5pp | 217.08%-190.3pp |
| Employer contribution / active EE | $1,376 | $4,015-65.7% | $3,754-63.3% | $4,299-68.0% |
| Participant deferral / active EE | $12,096 | $5,564+117.4% | $5,116+136.4% | $6,507+85.9% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |