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 | $72,071 | $103,376-30.3% | $87,100-17.3% | $152,861-52.9% |
| Participation rate | 72.2% | 79.3%-7.1pp | 76.9%-4.6pp | 82.4%-10.2pp |
| Annual return | 23.18% | 28.10%-4.9pp | 28.19%-5.0pp | 345.32%-322.1pp |
| Employer contribution / active EE | $1,204 | $3,220-62.6% | $2,521-52.2% | $4,762-74.7% |
| Participant deferral / active EE | $3,087 | $4,778-35.4% | $4,049-23.7% | $5,850-47.2% |
| Admin fee / account holder | $134 | $12,205-98.9% | $7,497-98.2% | $11,596-98.8% |