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 | $57,289 | $117,983-51.4% | $101,794-43.7% | $142,382-59.8% |
| Participation rate | 85.0% | 74.2%+10.8pp | 69.2%+15.8pp | 80.1%+4.9pp |
| Annual return | 19.03% | 36.92%-17.9pp | 30.53%-11.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,346 | $2,773-15.4% | $2,289+2.5% | $4,299-45.4% |
| Participant deferral / active EE | $2,844 | $4,714-39.7% | $4,084-30.4% | $6,507-56.3% |
| Admin fee / account holder | $157 | $10,433-98.5% | $8,777-98.2% | $12,624-98.8% |