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 | $73,167 | $114,381-36.0% | $107,525-32.0% | $142,382-48.6% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.1%-2.3pp | 80.1%-7.4pp |
| Annual return | 13.42% | 242.71%-229.3pp | 181.32%-167.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,703 | $4,015-57.6% | $3,754-54.6% | $4,299-60.4% |
| Participant deferral / active EE | $1,703 | $5,564-69.4% | $5,116-66.7% | $6,507-73.8% |
| Admin fee / account holder | $202 | $9,860-97.9% | $8,919-97.7% | $12,624-98.4% |