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 | $52,280 | $79,428-34.2% | $106,548-50.9% | $79,386-34.1% |
| Participation rate | 71.3% | 74.1%-2.8pp | 76.1%-4.8pp | 70.7%+0.6pp |
| Annual return | 17.34% | 18.27%-0.9pp | 26.80%-9.5pp | 116.85%-99.5pp |
| Employer contribution / active EE | $1,898 | $2,234-15.0% | $2,819-32.7% | $2,427-21.8% |
| Participant deferral / active EE | $4,909 | $3,823+28.4% | $4,398+11.6% | $4,046+21.3% |
| Admin fee / account holder | $223 | $523-57.3% | $7,407-97.0% | $626-64.4% |