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 | $66,653 | $112,881-41.0% | $90,951-26.7% | $158,922-58.1% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 13.41% | 215.79%-202.4pp | 134.60%-121.2pp | 302.83%-289.4pp |
| Employer contribution / active EE | $1,562 | $2,893-46.0% | $2,122-26.4% | $4,761-67.2% |
| Participant deferral / active EE | $5,507 | $4,128+33.4% | $3,373+63.3% | $5,982-7.9% |
| Admin fee / account holder | $20 | $8,041-99.8% | $5,959-99.7% | $11,246-99.8% |