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 | $67,753 | $152,587-55.6% | $125,175-45.9% | $152,861-55.7% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 27.12% | 54.84%-27.7pp | 43.79%-16.7pp | 345.32%-318.2pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,133 | $5,868-63.7% | $4,937-56.8% | $5,850-63.5% |
| Admin fee / account holder | $66 | $13,434-99.5% | $9,702-99.3% | $11,596-99.4% |