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 9-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 | $67,980 | $106,890-36.4% | $84,015-19.1% | $152,861-55.5% |
| Participation rate | 88.9% | 75.2%+13.6pp | 69.0%+19.9pp | 82.4%+6.4pp |
| Annual return | 18.04% | 104.99%-86.9pp | 71.31%-53.3pp | 345.32%-327.3pp |
| Employer contribution / active EE | $1,640 | $2,734-40.0% | $1,983-17.3% | $4,762-65.6% |
| Participant deferral / active EE | $5,533 | $4,011+37.9% | $3,239+70.9% | $5,850-5.4% |
| Admin fee / account holder | $276 | $8,285-96.7% | $6,101-95.5% | $11,596-97.6% |