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 | $51,920 | $91,037-43.0% | $71,671-27.6% | $147,584-64.8% |
| Participation rate | 92.3% | 76.1%+16.2pp | 68.7%+23.6pp | 82.8%+9.5pp |
| Annual return | 56.79% | 20.48%+36.3pp | 20.65%+36.1pp | 578.55%-521.8pp |
| Employer contribution / active EE | $2,916 | $3,327-12.4% | $2,460+18.5% | $4,876-40.2% |
| Participant deferral / active EE | $3,653 | $4,498-18.8% | $3,438+6.3% | $5,439-32.8% |
| Admin fee / account holder | $174 | $8,613-98.0% | $5,558-96.9% | $10,885-98.4% |