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 | $62,258 | $85,766-27.4% | $136,294-54.3% | $70,131-11.2% |
| Participation rate | 81.8% | 74.2%+7.7pp | 81.9%-0.1pp | 69.5%+12.3pp |
| Annual return | 17.94% | 31.45%-13.5pp | 5155.94%-5138.0pp | 73.14%-55.2pp |
| Employer contribution / active EE | $2,383 | $2,966-19.7% | $4,695-49.2% | $2,342+1.7% |
| Participant deferral / active EE | $4,897 | $5,051-3.1% | $6,247-21.6% | $3,332+47.0% |
| Admin fee / account holder | $62 | $5,420-98.8% | $9,243-99.3% | $4,645-98.7% |