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 | $59,567 | $183,963-67.6% | $162,163-63.3% | $152,861-61.0% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.4%-7.4pp |
| Annual return | 26.35% | 150.76%-124.4pp | 115.59%-89.2pp | 345.32%-319.0pp |
| Employer contribution / active EE | $1,908 | $6,371-70.1% | $5,614-66.0% | $4,762-59.9% |
| Participant deferral / active EE | $7,670 | $8,034-4.5% | $7,298+5.1% | $5,850+31.1% |
| Admin fee / account holder | $72 | $13,121-99.5% | $10,843-99.3% | $11,596-99.4% |