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 | $65,185 | $103,376-36.9% | $87,100-25.2% | $152,861-57.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 56.17% | 28.10%+28.1pp | 28.19%+28.0pp | 345.32%-289.1pp |
| Employer contribution / active EE | $1,408 | $3,220-56.3% | $2,521-44.2% | $4,762-70.4% |
| Participant deferral / active EE | $6,280 | $4,778+31.4% | $4,049+55.1% | $5,850+7.3% |
| Admin fee / account holder | $228 | $12,205-98.1% | $7,497-97.0% | $11,596-98.0% |