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 | $75,063 | $112,096-33.0% | $95,952-21.8% | $158,922-52.8% |
| Participation rate | 81.8% | 79.0%+2.8pp | 77.1%+4.7pp | 82.0%-0.1pp |
| Annual return | 15.49% | 171.09%-155.6pp | 91.61%-76.1pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,851 | $3,198-42.1% | $2,541-27.1% | $4,761-61.1% |
| Participant deferral / active EE | $6,963 | $4,784+45.5% | $4,167+67.1% | $5,982+16.4% |
| Admin fee / account holder | $16 | $10,130-99.8% | $6,795-99.8% | $11,246-99.9% |