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 | $69,637 | $104,251-33.2% | $91,001-23.5% | $147,584-52.8% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.6%-4.2pp | 82.8%-11.4pp |
| Annual return | 15.35% | 27.06%-11.7pp | 4.60%+10.8pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,024 | $3,116-67.1% | $2,456-58.3% | $4,876-79.0% |
| Participant deferral / active EE | $4,367 | $4,195+4.1% | $3,547+23.1% | $5,439-19.7% |
| Admin fee / account holder | $14 | $8,948-99.8% | $5,417-99.7% | $10,885-99.9% |