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 | $57,281 | $102,966-44.4% | $90,281-36.6% | $152,861-62.5% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 24.90% | 95.16%-70.3pp | 78.10%-53.2pp | 345.32%-320.4pp |
| Employer contribution / active EE | $1,281 | $3,139-59.2% | $2,854-55.1% | $4,762-73.1% |
| Participant deferral / active EE | $1,880 | $4,281-56.1% | $3,885-51.6% | $5,850-67.9% |
| Admin fee / account holder | $241 | $6,171-96.1% | $5,351-95.5% | $11,596-97.9% |