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 | $70,359 | $108,172-35.0% | $77,482-9.2% | $158,922-55.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 3.76% | 31.67%-27.9pp | 54.79%-51.0pp | 302.83%-299.1pp |
| Employer contribution / active EE | $1,707 | $1,325+28.8% | $986+73.0% | $4,761-64.2% |
| Participant deferral / active EE | $4,224 | $2,456+72.0% | $1,861+126.9% | $5,982-29.4% |
| Admin fee / account holder | $0 | $3,708-100.0% | $2,858-100.0% | $11,246-100.0% |