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 | $63,386 | $111,754-43.3% | $103,333-38.7% | $145,922-56.6% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.5pp |
| Annual return | 9.23% | 24.77%-15.5pp | 24.88%-15.6pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,850 | $4,212-56.1% | $3,868-52.2% | $4,660-60.3% |
| Participant deferral / active EE | $3,095 | $5,619-44.9% | $5,057-38.8% | $6,688-53.7% |
| Admin fee / account holder | $59 | $9,750-99.4% | $8,355-99.3% | $13,397-99.6% |