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 | $95,101 | $165,912-42.7% | $122,332-22.3% | $147,584-35.6% |
| Participation rate | 70.0% | 79.6%-9.6pp | 71.6%-1.6pp | 82.8%-12.8pp |
| Annual return | 16.81% | 34.55%-17.7pp | 30.27%-13.5pp | 578.55%-561.7pp |
| Employer contribution / active EE | $351 | $5,754-93.9% | $4,050-91.3% | $4,876-92.8% |
| Participant deferral / active EE | $2,532 | $4,005-36.8% | $3,287-23.0% | $5,439-53.4% |
| Admin fee / account holder | $231 | $7,424-96.9% | $5,478-95.8% | $10,885-97.9% |