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 | $74,372 | $99,652-25.4% | $78,778-5.6% | $147,584-49.6% |
| Participation rate | 91.3% | 76.2%+15.1pp | 69.2%+22.1pp | 82.8%+8.5pp |
| Annual return | 17.89% | 47.28%-29.4pp | 35.62%-17.7pp | 578.55%-560.7pp |
| Employer contribution / active EE | $1,704 | $2,796-39.1% | $1,986-14.2% | $4,876-65.1% |
| Participant deferral / active EE | $1,904 | $3,664-48.0% | $2,958-35.6% | $5,439-65.0% |
| Admin fee / account holder | $192 | $7,155-97.3% | $5,134-96.3% | $10,885-98.2% |