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 | $63,631 | $116,175-45.2% | $93,606-32.0% | $152,861-58.4% |
| Participation rate | 70.0% | 78.0%-8.0pp | 75.8%-5.8pp | 82.4%-12.4pp |
| Annual return | 26.71% | 35.96%-9.2pp | 32.76%-6.0pp | 345.32%-318.6pp |
| Employer contribution / active EE | $1,899 | $3,218-41.0% | $2,718-30.1% | $4,762-60.1% |
| Participant deferral / active EE | $3,495 | $4,603-24.1% | $4,069-14.1% | $5,850-40.3% |
| Admin fee / account holder | $96 | $10,748-99.1% | $7,888-98.8% | $11,596-99.2% |