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 | $59,060 | $165,912-64.4% | $122,332-51.7% | $147,584-60.0% |
| Participation rate | 75.0% | 79.6%-4.6pp | 71.6%+3.4pp | 82.8%-7.8pp |
| Annual return | 10.73% | 34.55%-23.8pp | 30.27%-19.5pp | 578.55%-567.8pp |
| Employer contribution / active EE | $125 | $5,754-97.8% | $4,050-96.9% | $4,876-97.4% |
| Participant deferral / active EE | $2,000 | $4,005-50.1% | $3,287-39.2% | $5,439-63.2% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |