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 | $67,650 | $148,534-54.5% | $135,903-50.2% | $139,434-51.5% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 13.05% | 79.19%-66.1pp | 68.23%-55.2pp | 372.94%-359.9pp |
| Employer contribution / active EE | $1,797 | $5,243-65.7% | $4,856-63.0% | $4,751-62.2% |
| Participant deferral / active EE | $9,008 | $8,100+11.2% | $7,758+16.1% | $6,710+34.2% |
| Admin fee / account holder | $27 | $12,400-99.8% | $10,762-99.7% | $11,403-99.8% |