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 7-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 | $66,819 | $108,919-38.7% | $100,391-33.4% | $145,922-54.2% |
| Participation rate | 73.3% | 82.9%-9.6pp | 81.5%-8.1pp | 80.3%-6.9pp |
| Annual return | 14.45% | 57.88%-43.4pp | 49.20%-34.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,761 | $4,419-37.5% | $3,942-30.0% | $4,660-40.7% |
| Participant deferral / active EE | $4,977 | $8,445-41.1% | $8,082-38.4% | $6,688-25.6% |
| Admin fee / account holder | $25 | $9,689-99.7% | $7,899-99.7% | $13,397-99.8% |