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 | $70,617 | $115,770-39.0% | $101,248-30.3% | $158,922-55.6% |
| Participation rate | 70.0% | 79.4%-9.4pp | 75.8%-5.8pp | 82.0%-12.0pp |
| Annual return | 14.64% | 56.14%-41.5pp | 46.47%-31.8pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,019 | $4,175-75.6% | $3,660-72.2% | $4,761-78.6% |
| Participant deferral / active EE | $5,350 | $4,957+7.9% | $4,370+22.4% | $5,982-10.6% |
| Admin fee / account holder | $267 | $7,245-96.3% | $5,945-95.5% | $11,246-97.6% |