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 | $74,383 | $101,069-26.4% | $81,478-8.7% | $147,584-49.6% |
| Participation rate | 75.0% | 74.5%+0.5pp | 68.0%+7.0pp | 82.8%-7.8pp |
| Annual return | 11.61% | 32.40%-20.8pp | 38.78%-27.2pp | 578.55%-566.9pp |
| Employer contribution / active EE | $1,615 | $3,205-49.6% | $2,568-37.1% | $4,876-66.9% |
| Participant deferral / active EE | $3,942 | $4,242-7.1% | $3,537+11.5% | $5,439-27.5% |
| Admin fee / account holder | $56 | $5,812-99.0% | $4,561-98.8% | $10,885-99.5% |