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 | $60,631 | $214,378-71.7% | $200,582-69.8% | $142,382-57.4% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 15.56% | 46.41%-30.8pp | 42.33%-26.8pp | 217.08%-201.5pp |
| Employer contribution / active EE | $1,757 | $6,841-74.3% | $6,419-72.6% | $4,299-59.1% |
| Participant deferral / active EE | $4,767 | $9,865-51.7% | $9,331-48.9% | $6,507-26.7% |
| Admin fee / account holder | $116 | $17,692-99.3% | $16,305-99.3% | $12,624-99.1% |