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 | $54,934 | $162,781-66.3% | $133,956-59.0% | $158,922-65.4% |
| Participation rate | 81.8% | 83.2%-1.4pp | 79.8%+2.0pp | 82.0%-0.1pp |
| Annual return | 9.71% | 41.94%-32.2pp | 45.09%-35.4pp | 302.83%-293.1pp |
| Employer contribution / active EE | $1,764 | $4,975-64.5% | $3,919-55.0% | $4,761-62.9% |
| Participant deferral / active EE | $3,508 | $5,911-40.6% | $5,048-30.5% | $5,982-41.4% |
| Admin fee / account holder | $129 | $11,736-98.9% | $8,927-98.6% | $11,246-98.9% |