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 | $57,973 | $112,096-48.3% | $95,952-39.6% | $158,922-63.5% |
| Participation rate | 78.6% | 79.0%-0.4pp | 77.1%+1.5pp | 82.0%-3.4pp |
| Annual return | 15.73% | 171.09%-155.4pp | 91.61%-75.9pp | 302.83%-287.1pp |
| Employer contribution / active EE | $1,106 | $3,198-65.4% | $2,541-56.5% | $4,761-76.8% |
| Participant deferral / active EE | $2,540 | $4,784-46.9% | $4,167-39.0% | $5,982-57.5% |
| Admin fee / account holder | $188 | $10,130-98.1% | $6,795-97.2% | $11,246-98.3% |