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 | $52,467 | $107,934-51.4% | $91,989-43.0% | $152,861-65.7% |
| Participation rate | 70.0% | 81.2%-11.2pp | 78.6%-8.6pp | 82.4%-12.4pp |
| Annual return | 20.05% | 89.24%-69.2pp | 69.02%-49.0pp | 345.32%-325.3pp |
| Employer contribution / active EE | $2,769 | $4,210-34.2% | $3,452-19.8% | $4,762-41.9% |
| Participant deferral / active EE | $6,231 | $6,364-2.1% | $5,923+5.2% | $5,850+6.5% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |