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 | $77,670 | $105,181-26.2% | $159,436-51.3% | $85,850-9.5% |
| Participation rate | 82.0% | 75.8%+6.2pp | 82.8%-0.9pp | 69.3%+12.7pp |
| Annual return | 14.85% | 45.07%-30.2pp | 263.57%-248.7pp | 318.53%-303.7pp |
| Employer contribution / active EE | $1,458 | $3,318-56.1% | $4,829-69.8% | $2,565-43.2% |
| Participant deferral / active EE | $3,974 | $5,945-33.2% | $7,352-46.0% | $3,952+0.6% |
| Admin fee / account holder | $242 | $6,933-96.5% | $10,799-97.8% | $6,260-96.1% |