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 | $55,490 | $74,888-25.9% | $71,209-22.1% | $142,382-61.0% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.1%+3.2pp |
| Annual return | 18.52% | 345.14%-326.6pp | 282.51%-264.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,388 | $2,854-16.3% | $2,721-12.2% | $4,299-44.4% |
| Participant deferral / active EE | $6,033 | $4,454+35.4% | $4,175+44.5% | $6,507-7.3% |
| Admin fee / account holder | $127 | $5,568-97.7% | $5,349-97.6% | $12,624-99.0% |