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 | $55,001 | $106,515-48.4% | $96,683-43.1% | $139,434-60.6% |
| Participation rate | 86.7% | 77.8%+8.8pp | 74.3%+12.3pp | 80.3%+6.3pp |
| Annual return | 15.21% | 38.43%-23.2pp | 35.69%-20.5pp | 372.94%-357.7pp |
| Employer contribution / active EE | $1,756 | $4,103-57.2% | $3,737-53.0% | $4,751-63.0% |
| Participant deferral / active EE | $4,938 | $5,454-9.5% | $4,878+1.2% | $6,710-26.4% |
| Admin fee / account holder | $34 | $7,877-99.6% | $6,730-99.5% | $11,403-99.7% |