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 | $70,774 | $157,256-55.0% | $141,162-49.9% | $152,861-53.7% |
| Participation rate | 89.5% | 84.8%+4.7pp | 82.5%+7.0pp | 82.4%+7.0pp |
| Annual return | 22.28% | 64.32%-42.0pp | 71.39%-49.1pp | 345.32%-323.0pp |
| Employer contribution / active EE | $3,503 | $5,261-33.4% | $4,735-26.0% | $4,762-26.5% |
| Participant deferral / active EE | $6,907 | $7,109-2.8% | $6,709+3.0% | $5,850+18.1% |
| Admin fee / account holder | $28 | $12,120-99.8% | $10,261-99.7% | $11,596-99.8% |