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 | $68,985 | $157,256-56.1% | $141,162-51.1% | $152,861-54.9% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 18.29% | 64.32%-46.0pp | 71.39%-53.1pp | 345.32%-327.0pp |
| Employer contribution / active EE | $3,466 | $5,261-34.1% | $4,735-26.8% | $4,762-27.2% |
| Participant deferral / active EE | $4,936 | $7,109-30.6% | $6,709-26.4% | $5,850-15.6% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |