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 7-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 | $49,893 | $183,519-72.8% | $155,509-67.9% | $145,922-65.8% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 12.44% | 61.17%-48.7pp | 64.67%-52.2pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,907 | $5,313-64.1% | $4,672-59.2% | $4,660-59.1% |
| Participant deferral / active EE | $3,191 | $6,462-50.6% | $5,626-43.3% | $6,688-52.3% |
| Admin fee / account holder | $180 | $19,313-99.1% | $15,912-98.9% | $13,397-98.7% |