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 | $62,618 | $118,450-47.1% | $98,439-36.4% | $139,434-55.1% |
| Participation rate | 75.0% | 77.4%-2.4pp | 75.2%-0.2pp | 80.3%-5.3pp |
| Annual return | 20.98% | 18.94%+2.0pp | 21.16%-0.2pp | 372.94%-352.0pp |
| Employer contribution / active EE | $3,807 | $3,609+5.5% | $3,048+24.9% | $4,751-19.9% |
| Participant deferral / active EE | $10,355 | $5,392+92.0% | $4,738+118.6% | $6,710+54.3% |
| Admin fee / account holder | $9 | $14,026-99.9% | $8,948-99.9% | $11,403-99.9% |