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 | $50,964 | $96,484-47.2% | $75,886-32.8% | $152,861-66.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.3%+5.7pp | 82.4%-7.4pp |
| Annual return | 22.54% | 33.98%-11.4pp | 30.76%-8.2pp | 345.32%-322.8pp |
| Employer contribution / active EE | $2,823 | $3,309-14.7% | $2,500+12.9% | $4,762-40.7% |
| Participant deferral / active EE | $4,334 | $4,553-4.8% | $3,603+20.3% | $5,850-25.9% |
| Admin fee / account holder | $258 | $8,078-96.8% | $5,418-95.2% | $11,596-97.8% |