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 | $54,881 | $95,416-42.5% | $185,823-70.5% | $85,850-36.1% |
| Participation rate | 84.6% | 68.8%+15.9pp | 81.7%+2.9pp | 69.3%+15.3pp |
| Annual return | 13.46% | 23.59%-10.1pp | 122.05%-108.6pp | 318.53%-305.1pp |
| Employer contribution / active EE | $2,345 | $3,314-29.2% | $5,167-54.6% | $2,565-8.6% |
| Participant deferral / active EE | $4,258 | $3,423+24.4% | $5,568-23.5% | $3,952+7.7% |
| Admin fee / account holder | $16 | $7,213-99.8% | $16,237-99.9% | $6,260-99.7% |