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 | $61,454 | $103,376-40.6% | $87,100-29.4% | $152,861-59.8% |
| Participation rate | 72.7% | 79.3%-6.6pp | 76.9%-4.1pp | 82.4%-9.7pp |
| Annual return | 19.37% | 28.10%-8.7pp | 28.19%-8.8pp | 345.32%-325.9pp |
| Employer contribution / active EE | $1,700 | $3,220-47.2% | $2,521-32.6% | $4,762-64.3% |
| Participant deferral / active EE | $3,049 | $4,778-36.2% | $4,049-24.7% | $5,850-47.9% |
| Admin fee / account holder | $86 | $12,205-99.3% | $7,497-98.9% | $11,596-99.3% |