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 | $67,445 | $102,966-34.5% | $90,281-25.3% | $152,861-55.9% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.4%-11.0pp |
| Annual return | 22.16% | 95.16%-73.0pp | 78.10%-55.9pp | 345.32%-323.2pp |
| Employer contribution / active EE | $1,057 | $3,139-66.3% | $2,854-63.0% | $4,762-77.8% |
| Participant deferral / active EE | $1,788 | $4,281-58.2% | $3,885-54.0% | $5,850-69.4% |
| Admin fee / account holder | $224 | $6,171-96.4% | $5,351-95.8% | $11,596-98.1% |