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 | $72,541 | $176,812-59.0% | $146,665-50.5% | $167,490-56.7% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 10.89% | 24.03%-13.1pp | 22.74%-11.9pp | 478.56%-467.7pp |
| Employer contribution / active EE | $1,342 | $5,160-74.0% | $4,136-67.6% | $4,837-72.3% |
| Participant deferral / active EE | $2,110 | $6,440-67.2% | $5,506-61.7% | $6,341-66.7% |
| Admin fee / account holder | $26 | $13,259-99.8% | $10,280-99.7% | $12,309-99.8% |