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 | $64,769 | $98,240-34.1% | $82,313-21.3% | $147,584-56.1% |
| Participation rate | 72.2% | 79.7%-7.5pp | 76.9%-4.7pp | 82.8%-10.6pp |
| Annual return | 18.29% | 30.85%-12.6pp | 25.88%-7.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $605 | $3,192-81.0% | $2,428-75.1% | $4,876-87.6% |
| Participant deferral / active EE | $1,402 | $4,383-68.0% | $3,706-62.2% | $5,439-74.2% |
| Admin fee / account holder | $274 | $8,563-96.8% | $5,608-95.1% | $10,885-97.5% |