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 | $82,620 | $113,339-27.1% | $94,993-13.0% | $147,584-44.0% |
| Participation rate | 70.0% | 78.0%-8.0pp | 73.9%-3.9pp | 82.8%-12.8pp |
| Annual return | 19.61% | 20.77%-1.2pp | 27.12%-7.5pp | 578.55%-558.9pp |
| Employer contribution / active EE | $1,640 | $3,160-48.1% | $2,603-37.0% | $4,876-66.4% |
| Participant deferral / active EE | $2,355 | $3,777-37.7% | $3,317-29.0% | $5,439-56.7% |
| Admin fee / account holder | $5 | $6,063-99.9% | $4,960-99.9% | $10,885-100.0% |