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 | $63,984 | $209,411-69.4% | $178,490-64.2% | $158,922-59.7% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 13.41% | 188.75%-175.3pp | 151.07%-137.7pp | 302.83%-289.4pp |
| Employer contribution / active EE | $2,084 | $5,706-63.5% | $5,011-58.4% | $4,761-56.2% |
| Participant deferral / active EE | $8,410 | $5,954+41.2% | $5,202+61.7% | $5,982+40.6% |
| Admin fee / account holder | -$45 | $17,074-100.3% | $13,984-100.3% | $11,246-100.4% |