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 6-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 | $51,650 | $85,006-39.2% | $76,190-32.2% | $145,922-64.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.3%+20.7pp | 80.3%+19.7pp |
| Annual return | 14.63% | 13.11%+1.5pp | 13.78%+0.8pp | 561.29%-546.7pp |
| Employer contribution / active EE | $3,254 | $5,265-38.2% | $4,578-28.9% | $4,660-30.2% |
| Participant deferral / active EE | $8,002 | $6,392+25.2% | $5,474+46.2% | $6,688+19.6% |
| Admin fee / account holder | $291 | $5,760-95.0% | $5,123-94.3% | $13,397-97.8% |