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 | $63,853 | $127,065-49.7% | $113,168-43.6% | $142,382-55.2% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 14.04% | 24.03%-10.0pp | 24.27%-10.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,373 | $3,442-60.1% | $2,975-53.9% | $4,299-68.1% |
| Participant deferral / active EE | $3,261 | $5,716-42.9% | $5,107-36.1% | $6,507-49.9% |
| Admin fee / account holder | $21 | $15,736-99.9% | $12,068-99.8% | $12,624-99.8% |