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 | $60,978 | $152,587-60.0% | $125,175-51.3% | $152,861-60.1% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.4%-11.0pp |
| Annual return | 20.74% | 54.84%-34.1pp | 43.79%-23.0pp | 345.32%-324.6pp |
| Employer contribution / active EE | $3,314 | $4,946-33.0% | $3,865-14.3% | $4,762-30.4% |
| Participant deferral / active EE | $7,978 | $5,868+36.0% | $4,937+61.6% | $5,850+36.4% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |