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 | $65,209 | $105,998-38.5% | $92,233-29.3% | $147,584-55.8% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 14.16% | 50.05%-35.9pp | 176.28%-162.1pp | 578.55%-564.4pp |
| Employer contribution / active EE | $1,398 | $4,333-67.7% | $3,679-62.0% | $4,876-71.3% |
| Participant deferral / active EE | $4,103 | $4,478-8.4% | $3,897+5.3% | $5,439-24.6% |
| Admin fee / account holder | $291 | $6,332-95.4% | $5,194-94.4% | $10,885-97.3% |