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 | $61,741 | $118,680-48.0% | $98,907-37.6% | $158,922-61.2% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 21.05% | 372.35%-351.3pp | 196.43%-175.4pp | 302.83%-281.8pp |
| Employer contribution / active EE | $1,478 | $3,333-55.7% | $2,689-45.0% | $4,761-69.0% |
| Participant deferral / active EE | $4,387 | $5,088-13.8% | $4,244+3.4% | $5,982-26.7% |
| Admin fee / account holder | $149 | $10,131-98.5% | $6,642-97.8% | $11,246-98.7% |