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 | $70,784 | $183,519-61.4% | $155,509-54.5% | $145,922-51.5% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 11.10% | 61.17%-50.1pp | 64.67%-53.6pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,064 | $5,313-80.0% | $4,672-77.2% | $4,660-77.2% |
| Participant deferral / active EE | $3,580 | $6,462-44.6% | $5,626-36.4% | $6,688-46.5% |
| Admin fee / account holder | $12 | $19,313-99.9% | $15,912-99.9% | $13,397-99.9% |