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 | $69,896 | $99,652-29.9% | $78,778-11.3% | $147,584-52.6% |
| Participation rate | 70.0% | 76.2%-6.2pp | 69.2%+0.8pp | 82.8%-12.8pp |
| Annual return | 10.90% | 47.28%-36.4pp | 35.62%-24.7pp | 578.55%-567.7pp |
| Employer contribution / active EE | $552 | $2,796-80.3% | $1,986-72.2% | $4,876-88.7% |
| Participant deferral / active EE | $1,445 | $3,664-60.6% | $2,958-51.2% | $5,439-73.4% |
| Admin fee / account holder | $8 | $7,155-99.9% | $5,134-99.8% | $10,885-99.9% |