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 | $61,213 | $93,571-34.6% | $135,903-55.0% | $75,163-18.6% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 20.15% | 30.90%-10.8pp | 68.23%-48.1pp | 160.62%-140.5pp |
| Employer contribution / active EE | $1,879 | $3,537-46.9% | $4,856-61.3% | $2,670-29.6% |
| Participant deferral / active EE | $4,102 | $6,404-35.9% | $7,758-47.1% | $4,125-0.6% |
| Admin fee / account holder | $165 | $6,975-97.6% | $10,762-98.5% | $5,651-97.1% |