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 | $70,644 | $106,584-33.7% | $101,326-30.3% | $142,382-50.4% |
| Participation rate | 90.0% | 82.7%+7.3pp | 81.5%+8.5pp | 80.1%+9.9pp |
| Annual return | 18.88% | 36.93%-18.0pp | 36.82%-17.9pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,962 | $3,956-50.4% | $3,665-46.5% | $4,299-54.4% |
| Participant deferral / active EE | $5,826 | $8,297-29.8% | $7,994-27.1% | $6,507-10.5% |
| Admin fee / account holder | $71 | $11,446-99.4% | $11,185-99.4% | $12,624-99.4% |