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 | $75,044 | $82,630-9.2% | $64,105+17.1% | $125,391-40.2% |
| Participation rate | 90.9% | 75.9%+15.1pp | 68.2%+22.7pp | 83.2%+7.7pp |
| Annual return | 3.22% | 1489.72%-1486.5pp | 791.24%-788.0pp | 282.22%-279.0pp |
| Employer contribution / active EE | $3,380 | $2,671+26.5% | $1,820+85.7% | $4,866-30.5% |
| Participant deferral / active EE | $3,949 | $3,608+9.4% | $2,822+39.9% | $5,352-26.2% |
| Admin fee / account holder | $148 | $6,382-97.7% | $4,499-96.7% | $9,540-98.5% |