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 | $66,626 | $175,202-62.0% | $149,673-55.5% | $139,434-52.2% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 16.23% | 166.71%-150.5pp | 134.42%-118.2pp | 372.94%-356.7pp |
| Employer contribution / active EE | $1,614 | $5,474-70.5% | $4,818-66.5% | $4,751-66.0% |
| Participant deferral / active EE | $3,394 | $6,519-47.9% | $5,680-40.2% | $6,710-49.4% |
| Admin fee / account holder | $125 | $16,150-99.2% | $13,210-99.1% | $11,403-98.9% |