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 | $64,174 | $74,888-14.3% | $71,209-9.9% | $142,382-54.9% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 19.03% | 345.14%-326.1pp | 282.51%-263.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,915 | $2,854-32.9% | $2,721-29.6% | $4,299-55.4% |
| Participant deferral / active EE | $4,239 | $4,454-4.8% | $4,175+1.5% | $6,507-34.9% |
| Admin fee / account holder | $20 | $5,568-99.6% | $5,349-99.6% | $12,624-99.8% |