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 | $66,306 | $96,484-31.3% | $75,886-12.6% | $152,861-56.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 19.28% | 33.98%-14.7pp | 30.76%-11.5pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,756 | $3,309-46.9% | $2,500-29.8% | $4,762-63.1% |
| Participant deferral / active EE | $2,389 | $4,553-47.5% | $3,603-33.7% | $5,850-59.2% |
| Admin fee / account holder | $156 | $8,078-98.1% | $5,418-97.1% | $11,596-98.7% |