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 | $58,044 | $105,181-44.8% | $159,436-63.6% | $85,850-32.4% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.8%+5.6pp | 69.3%+19.1pp |
| Annual return | 25.24% | 45.07%-19.8pp | 263.57%-238.3pp | 318.53%-293.3pp |
| Employer contribution / active EE | $2,767 | $3,318-16.6% | $4,829-42.7% | $2,565+7.9% |
| Participant deferral / active EE | $7,523 | $5,945+26.6% | $7,352+2.3% | $3,952+90.4% |
| Admin fee / account holder | $122 | $6,933-98.2% | $10,799-98.9% | $6,260-98.1% |