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 | $70,699 | $175,202-59.6% | $149,673-52.8% | $139,434-49.3% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 19.01% | 166.71%-147.7pp | 134.42%-115.4pp | 372.94%-353.9pp |
| Employer contribution / active EE | $3,034 | $5,474-44.6% | $4,818-37.0% | $4,751-36.1% |
| Participant deferral / active EE | $5,013 | $6,519-23.1% | $5,680-11.7% | $6,710-25.3% |
| Admin fee / account holder | $71 | $16,150-99.6% | $13,210-99.5% | $11,403-99.4% |