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 | $63,445 | $183,519-65.4% | $155,509-59.2% | $145,922-56.5% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 10.32% | 61.17%-50.8pp | 64.67%-54.4pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,561 | $5,313-70.6% | $4,672-66.6% | $4,660-66.5% |
| Participant deferral / active EE | $5,131 | $6,462-20.6% | $5,626-8.8% | $6,688-23.3% |
| Admin fee / account holder | $226 | $19,313-98.8% | $15,912-98.6% | $13,397-98.3% |