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 | $60,005 | $93,071-35.5% | $74,583-19.5% | $273,961-78.1% |
| Participation rate | 75.0% | 74.9%+0.1pp | 68.1%+6.9pp | 83.0%-8.0pp |
| Annual return | 69.69% | 26.18%+43.5pp | 20.47%+49.2pp | 41.45%+28.2pp |
| Employer contribution / active EE | $1,486 | $3,160-53.0% | $2,525-41.2% | $4,869-69.5% |
| Participant deferral / active EE | $1,955 | $4,160-53.0% | $3,458-43.5% | $5,287-63.0% |
| Admin fee / account holder | $54 | $5,272-99.0% | $4,138-98.7% | $10,132-99.5% |