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 | $50,802 | $109,817-53.7% | $98,442-48.4% | $167,490-69.7% |
| Participation rate | 92.9% | 75.8%+17.0pp | 73.3%+19.5pp | 82.1%+10.8pp |
| Annual return | 15.47% | 1956.69%-1941.2pp | 1492.73%-1477.3pp | 478.56%-463.1pp |
| Employer contribution / active EE | $2,346 | $3,224-27.2% | $2,960-20.7% | $4,837-51.5% |
| Participant deferral / active EE | $4,440 | $4,673-5.0% | $4,276+3.8% | $6,341-30.0% |
| Admin fee / account holder | $12 | $6,753-99.8% | $5,949-99.8% | $12,309-99.9% |