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 | $67,411 | $101,724-33.7% | $164,813-59.1% | $80,856-16.6% |
| Participation rate | 71.4% | 71.8%-0.4pp | 78.6%-7.2pp | 67.6%+3.8pp |
| Annual return | 14.25% | 16.72%-2.5pp | 69.93%-55.7pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,000 | $2,953-32.3% | $4,341-53.9% | $2,755-27.4% |
| Participant deferral / active EE | $3,880 | $4,477-13.3% | $6,031-35.7% | $4,296-9.7% |
| Admin fee / account holder | $99 | $8,227-98.8% | $12,690-99.2% | $6,918-98.6% |