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 | $67,352 | $99,079-32.0% | $77,999-13.7% | $273,961-75.4% |
| Participation rate | 94.7% | 78.6%+16.2pp | 75.5%+19.2pp | 83.0%+11.7pp |
| Annual return | 5.92% | 217.93%-212.0pp | 425.96%-420.0pp | 41.45%-35.5pp |
| Employer contribution / active EE | $2,226 | $3,308-32.7% | $2,470-9.9% | $4,869-54.3% |
| Participant deferral / active EE | $4,806 | $4,306+11.6% | $3,497+37.4% | $5,287-9.1% |
| Admin fee / account holder | $121 | $8,954-98.7% | $5,480-97.8% | $10,132-98.8% |