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 | $71,953 | $117,841-38.9% | $102,423-29.7% | $145,922-50.7% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 14.43% | 31.65%-17.2pp | 29.32%-14.9pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,973 | $3,615-17.7% | $3,023-1.7% | $4,660-36.2% |
| Participant deferral / active EE | $5,122 | $5,731-10.6% | $5,053+1.4% | $6,688-23.4% |
| Admin fee / account holder | $32 | $13,326-99.8% | $9,451-99.7% | $13,397-99.8% |