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 | $79,450 | $117,381-32.3% | $99,443-20.1% | $152,861-48.0% |
| Participation rate | 72.2% | 77.5%-5.3pp | 73.8%-1.6pp | 82.4%-10.2pp |
| Annual return | 23.93% | 31.87%-7.9pp | 30.72%-6.8pp | 345.32%-321.4pp |
| Employer contribution / active EE | $2,074 | $3,013-31.2% | $2,540-18.3% | $4,762-56.5% |
| Participant deferral / active EE | $6,292 | $4,086+54.0% | $3,619+73.9% | $5,850+7.6% |
| Admin fee / account holder | $0 | $7,631-100.0% | $6,250-100.0% | $11,596-100.0% |