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 | $56,770 | $99,652-43.0% | $78,778-27.9% | $147,584-61.5% |
| Participation rate | 77.3% | 76.2%+1.0pp | 69.2%+8.1pp | 82.8%-5.6pp |
| Annual return | 20.41% | 47.28%-26.9pp | 35.62%-15.2pp | 578.55%-558.1pp |
| Employer contribution / active EE | $4,458 | $2,796+59.5% | $1,986+124.5% | $4,876-8.6% |
| Participant deferral / active EE | $8,169 | $3,664+123.0% | $2,958+176.1% | $5,439+50.2% |
| Admin fee / account holder | $174 | $7,155-97.6% | $5,134-96.6% | $10,885-98.4% |