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 | $58,235 | $99,652-41.6% | $78,778-26.1% | $147,584-60.5% |
| Participation rate | 93.3% | 76.2%+17.1pp | 69.2%+24.1pp | 82.8%+10.5pp |
| Annual return | 12.25% | 47.28%-35.0pp | 35.62%-23.4pp | 578.55%-566.3pp |
| Employer contribution / active EE | $533 | $2,796-80.9% | $1,986-73.1% | $4,876-89.1% |
| Participant deferral / active EE | $3,450 | $3,664-5.8% | $2,958+16.6% | $5,439-36.6% |
| Admin fee / account holder | $160 | $7,155-97.8% | $5,134-96.9% | $10,885-98.5% |