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 | $57,776 | $113,339-49.0% | $94,993-39.2% | $147,584-60.9% |
| Participation rate | 92.3% | 78.0%+14.3pp | 73.9%+18.4pp | 82.8%+9.5pp |
| Annual return | 25.54% | 20.77%+4.8pp | 27.12%-1.6pp | 578.55%-553.0pp |
| Employer contribution / active EE | $1,976 | $3,160-37.5% | $2,603-24.1% | $4,876-59.5% |
| Participant deferral / active EE | $5,471 | $3,777+44.8% | $3,317+64.9% | $5,439+0.6% |
| Admin fee / account holder | $23 | $6,063-99.6% | $4,960-99.5% | $10,885-99.8% |