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 | $51,511 | $96,305-46.5% | $80,569-36.1% | $139,434-63.1% |
| Participation rate | 73.7% | 73.6%+0.1pp | 67.0%+6.7pp | 80.3%-6.6pp |
| Annual return | 16.58% | 1350.08%-1333.5pp | 935.43%-918.8pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,421 | $3,262-56.4% | $2,723-47.8% | $4,751-70.1% |
| Participant deferral / active EE | $1,053 | $5,232-79.9% | $4,447-76.3% | $6,710-84.3% |
| Admin fee / account holder | $51 | $6,599-99.2% | $5,377-99.0% | $11,403-99.5% |