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 | $63,095 | $102,966-38.7% | $90,281-30.1% | $152,861-58.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.11% | 95.16%-75.0pp | 78.10%-58.0pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,037 | $3,139-67.0% | $2,854-63.7% | $4,762-78.2% |
| Participant deferral / active EE | $1,333 | $4,281-68.9% | $3,885-65.7% | $5,850-77.2% |
| Admin fee / account holder | $169 | $6,171-97.3% | $5,351-96.8% | $11,596-98.5% |