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 | $52,501 | $176,377-70.2% | $134,143-60.9% | $158,922-67.0% |
| Participation rate | 90.9% | 78.7%+12.2pp | 72.2%+18.7pp | 82.0%+9.0pp |
| Annual return | 2.89% | 63.63%-60.7pp | 36.33%-33.4pp | 302.83%-299.9pp |
| Employer contribution / active EE | $20 | $5,040-99.6% | $3,704-99.5% | $4,761-99.6% |
| Participant deferral / active EE | $39 | $4,091-99.0% | $3,499-98.9% | $5,982-99.3% |
| Admin fee / account holder | $3 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |