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 8-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 | $58,290 | $88,751-34.3% | $81,812-28.8% | $145,922-60.1% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.3%-2.3pp | 80.3%-10.3pp |
| Annual return | 16.82% | 1025.40%-1008.6pp | 773.79%-757.0pp | 561.29%-544.5pp |
| Employer contribution / active EE | $1,883 | $3,083-38.9% | $2,912-35.3% | $4,660-59.6% |
| Participant deferral / active EE | $6,696 | $4,643+44.2% | $4,319+55.1% | $6,688+0.1% |
| Admin fee / account holder | $279 | $8,415-96.7% | $7,386-96.2% | $13,397-97.9% |