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 | $53,546 | $112,881-52.6% | $90,951-41.1% | $158,922-66.3% |
| Participation rate | 72.7% | 74.7%-2.0pp | 69.0%+3.7pp | 82.0%-9.2pp |
| Annual return | 25.14% | 215.79%-190.7pp | 134.60%-109.5pp | 302.83%-277.7pp |
| Employer contribution / active EE | $1,513 | $2,893-47.7% | $2,122-28.7% | $4,761-68.2% |
| Participant deferral / active EE | $1,896 | $4,128-54.1% | $3,373-43.8% | $5,982-68.3% |
| Admin fee / account holder | $107 | $8,041-98.7% | $5,959-98.2% | $11,246-99.0% |