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 | $71,686 | $165,984-56.8% | $164,813-56.5% | $145,922-50.9% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 12.09% | 100.03%-87.9pp | 69.93%-57.8pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,703 | $5,273-67.7% | $4,341-60.8% | $4,660-63.5% |
| Participant deferral / active EE | $2,200 | $6,959-68.4% | $6,031-63.5% | $6,688-67.1% |
| Admin fee / account holder | $20 | $16,648-99.9% | $12,690-99.8% | $13,397-99.9% |