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 | $60,120 | $84,233-28.6% | $170,442-64.7% | $70,131-14.3% |
| Participation rate | 89.3% | 70.8%+18.5pp | 83.6%+5.7pp | 69.5%+19.7pp |
| Annual return | 12.36% | 23.06%-10.7pp | 205.93%-193.6pp | 73.14%-60.8pp |
| Employer contribution / active EE | $2,114 | $3,387-37.6% | $5,433-61.1% | $2,342-9.8% |
| Participant deferral / active EE | $3,839 | $3,086+24.4% | $4,939-22.3% | $3,332+15.2% |
| Admin fee / account holder | $162 | $5,698-97.2% | $13,880-98.8% | $4,645-96.5% |