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 | $70,424 | $117,841-40.2% | $102,423-31.2% | $145,922-51.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 18.01% | 31.65%-13.6pp | 29.32%-11.3pp | 561.29%-543.3pp |
| Employer contribution / active EE | $1,494 | $3,615-58.7% | $3,023-50.6% | $4,660-67.9% |
| Participant deferral / active EE | $2,188 | $5,731-61.8% | $5,053-56.7% | $6,688-67.3% |
| Admin fee / account holder | $20 | $13,326-99.8% | $9,451-99.8% | $13,397-99.9% |