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 | $68,662 | $102,966-33.3% | $90,281-23.9% | $152,861-55.1% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.4%-11.0pp |
| Annual return | 26.37% | 95.16%-68.8pp | 78.10%-51.7pp | 345.32%-318.9pp |
| Employer contribution / active EE | $1,891 | $3,139-39.7% | $2,854-33.7% | $4,762-60.3% |
| Participant deferral / active EE | $5,565 | $4,281+30.0% | $3,885+43.2% | $5,850-4.9% |
| Admin fee / account holder | $46 | $6,171-99.2% | $5,351-99.1% | $11,596-99.6% |