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 | $75,056 | $99,640-24.7% | $86,436-13.2% | $134,475-44.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | 2.44% | 6782.58%-6780.1pp | 4394.89%-4392.5pp | 417.96%-415.5pp |
| Employer contribution / active EE | $3,550 | $4,400-19.3% | $3,769-5.8% | $4,740-25.1% |
| Participant deferral / active EE | $7,100 | $7,246-2.0% | $6,952+2.1% | $6,400+10.9% |
| Admin fee / account holder | $24 | $8,371-99.7% | $6,731-99.6% | $11,426-99.8% |