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 | $63,570 | $98,240-35.3% | $82,313-22.8% | $147,584-56.9% |
| Participation rate | 82.4% | 79.7%+2.6pp | 76.9%+5.5pp | 82.8%-0.5pp |
| Annual return | 13.67% | 30.85%-17.2pp | 25.88%-12.2pp | 578.55%-564.9pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,205 | $4,383-49.7% | $3,706-40.5% | $5,439-59.5% |
| Admin fee / account holder | $106 | $8,563-98.8% | $5,608-98.1% | $10,885-99.0% |