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 | $50,731 | $149,679-66.1% | $117,039-56.7% | $147,584-65.6% |
| Participation rate | 82.4% | 83.5%-1.1pp | 77.2%+5.2pp | 82.8%-0.5pp |
| Annual return | 12.00% | 19.31%-7.3pp | 18.95%-7.0pp | 578.55%-566.6pp |
| Employer contribution / active EE | $1,797 | $4,937-63.6% | $3,785-52.5% | $4,876-63.1% |
| Participant deferral / active EE | $3,720 | $4,912-24.3% | $3,929-5.3% | $5,439-31.6% |
| Admin fee / account holder | $194 | $7,856-97.5% | $5,974-96.8% | $10,885-98.2% |