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 | $63,832 | $116,175-45.1% | $93,606-31.8% | $152,861-58.2% |
| Participation rate | 93.8% | 78.0%+15.7pp | 75.8%+17.9pp | 82.4%+11.3pp |
| Annual return | 26.40% | 35.96%-9.6pp | 32.76%-6.4pp | 345.32%-318.9pp |
| Employer contribution / active EE | $2,278 | $3,218-29.2% | $2,718-16.2% | $4,762-52.2% |
| Participant deferral / active EE | $4,682 | $4,603+1.7% | $4,069+15.1% | $5,850-20.0% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |