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 | $52,866 | $109,327-51.6% | $89,391-40.9% | $158,922-66.7% |
| Participation rate | 73.9% | 74.3%-0.3pp | 68.0%+5.9pp | 82.0%-8.0pp |
| Annual return | 15.37% | 345.68%-330.3pp | 245.62%-230.2pp | 302.83%-287.5pp |
| Employer contribution / active EE | $2,605 | $3,170-17.8% | $2,586+0.8% | $4,761-45.3% |
| Participant deferral / active EE | $882 | $4,598-80.8% | $3,890-77.3% | $5,982-85.3% |
| Admin fee / account holder | $240 | $6,153-96.1% | $4,881-95.1% | $11,246-97.9% |