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 | $55,045 | $197,591-72.1% | $177,821-69.0% | $158,922-65.4% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 17.35% | 58.76%-41.4pp | 48.32%-31.0pp | 302.83%-285.5pp |
| Employer contribution / active EE | $2,867 | $6,697-57.2% | $5,918-51.6% | $4,761-39.8% |
| Participant deferral / active EE | $6,270 | $8,405-25.4% | $7,714-18.7% | $5,982+4.8% |
| Admin fee / account holder | $15 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |