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 | $61,911 | $142,405-56.5% | $115,157-46.2% | $152,861-59.5% |
| Participation rate | 90.0% | 82.4%+7.6pp | 75.9%+14.1pp | 82.4%+7.6pp |
| Annual return | 22.01% | 41.48%-19.5pp | 35.60%-13.6pp | 345.32%-323.3pp |
| Employer contribution / active EE | $2,448 | $4,010-38.9% | $3,179-23.0% | $4,762-48.6% |
| Participant deferral / active EE | $6,548 | $5,164+26.8% | $4,168+57.1% | $5,850+11.9% |
| Admin fee / account holder | $201 | $8,462-97.6% | $7,088-97.2% | $11,596-98.3% |