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 | $55,941 | $100,901-44.6% | $75,670-26.1% | $147,584-62.1% |
| Participation rate | 88.9% | 77.1%+11.8pp | 72.3%+16.5pp | 82.8%+6.1pp |
| Annual return | 26.34% | 35.78%-9.4pp | 27.34%-1.0pp | 578.55%-552.2pp |
| Employer contribution / active EE | $3,260 | $3,253+0.2% | $2,352+38.6% | $4,876-33.2% |
| Participant deferral / active EE | $7,832 | $4,027+94.5% | $3,142+149.2% | $5,439+44.0% |
| Admin fee / account holder | $22 | $11,285-99.8% | $5,800-99.6% | $10,885-99.8% |