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 | $62,715 | $117,381-46.6% | $99,443-36.9% | $152,861-59.0% |
| Participation rate | 73.7% | 77.5%-3.9pp | 73.8%-0.1pp | 82.4%-8.8pp |
| Annual return | 23.12% | 31.87%-8.7pp | 30.72%-7.6pp | 345.32%-322.2pp |
| Employer contribution / active EE | $2,092 | $3,013-30.6% | $2,540-17.6% | $4,762-56.1% |
| Participant deferral / active EE | $3,933 | $4,086-3.7% | $3,619+8.7% | $5,850-32.8% |
| Admin fee / account holder | $214 | $7,631-97.2% | $6,250-96.6% | $11,596-98.2% |