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 | $49,610 | $117,983-58.0% | $101,794-51.3% | $142,382-65.2% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 27.78% | 36.92%-9.1pp | 30.53%-2.7pp | 217.08%-189.3pp |
| Employer contribution / active EE | $985 | $2,773-64.5% | $2,289-57.0% | $4,299-77.1% |
| Participant deferral / active EE | $5,449 | $4,714+15.6% | $4,084+33.4% | $6,507-16.3% |
| Admin fee / account holder | $3 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |