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 10-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 | $52,501 | $157,256-66.6% | $141,162-62.8% | $152,861-65.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 18.55% | 64.32%-45.8pp | 71.39%-52.8pp | 345.32%-326.8pp |
| Employer contribution / active EE | $3,026 | $5,261-42.5% | $4,735-36.1% | $4,762-36.5% |
| Participant deferral / active EE | $6,221 | $7,109-12.5% | $6,709-7.3% | $5,850+6.3% |
| Admin fee / account holder | $190 | $12,120-98.4% | $10,261-98.2% | $11,596-98.4% |