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 | $69,792 | $101,069-30.9% | $81,478-14.3% | $147,584-52.7% |
| Participation rate | 88.9% | 74.5%+14.4pp | 68.0%+20.9pp | 82.8%+6.1pp |
| Annual return | 17.83% | 32.40%-14.6pp | 38.78%-21.0pp | 578.55%-560.7pp |
| Employer contribution / active EE | $1,501 | $3,205-53.2% | $2,568-41.5% | $4,876-69.2% |
| Participant deferral / active EE | $4,982 | $4,242+17.5% | $3,537+40.9% | $5,439-8.4% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |