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 | $70,215 | $148,534-52.7% | $135,903-48.3% | $139,434-49.6% |
| Participation rate | 77.8% | 83.9%-6.1pp | 81.9%-4.1pp | 80.3%-2.5pp |
| Annual return | 23.48% | 79.19%-55.7pp | 68.23%-44.7pp | 372.94%-349.5pp |
| Employer contribution / active EE | $1,790 | $5,243-65.9% | $4,856-63.1% | $4,751-62.3% |
| Participant deferral / active EE | $4,635 | $8,100-42.8% | $7,758-40.3% | $6,710-30.9% |
| Admin fee / account holder | $82 | $12,400-99.3% | $10,762-99.2% | $11,403-99.3% |