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 | $65,789 | $144,119-54.4% | $117,854-44.2% | $147,584-55.4% |
| Participation rate | 87.0% | 83.4%+3.5pp | 79.7%+7.3pp | 82.8%+4.1pp |
| Annual return | 12.50% | 531.15%-518.6pp | 335.08%-322.6pp | 578.55%-566.0pp |
| Employer contribution / active EE | $1,440 | $4,896-70.6% | $3,786-62.0% | $4,876-70.5% |
| Participant deferral / active EE | $3,442 | $5,316-35.2% | $4,482-23.2% | $5,439-36.7% |
| Admin fee / account holder | $291 | $10,886-97.3% | $8,020-96.4% | $10,885-97.3% |