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 | $57,215 | $111,724-48.8% | $93,606-38.9% | $145,922-60.8% |
| Participation rate | 93.3% | 74.2%+19.1pp | 68.7%+24.6pp | 80.3%+13.1pp |
| Annual return | 9.98% | 202.98%-193.0pp | 133.20%-123.2pp | 561.29%-551.3pp |
| Employer contribution / active EE | $3,250 | $3,090+5.2% | $2,420+34.3% | $4,660-30.3% |
| Participant deferral / active EE | $2,928 | $4,912-40.4% | $4,411-33.6% | $6,688-56.2% |
| Admin fee / account holder | $265 | $10,250-97.4% | $8,285-96.8% | $13,397-98.0% |