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 | $70,850 | $102,604-30.9% | $86,188-17.8% | $139,434-49.2% |
| Participation rate | 81.8% | 74.5%+7.3pp | 69.0%+12.9pp | 80.3%+1.5pp |
| Annual return | 15.46% | 1922.51%-1907.1pp | 1168.45%-1153.0pp | 372.94%-357.5pp |
| Employer contribution / active EE | $2,342 | $3,032-22.8% | $2,380-1.6% | $4,751-50.7% |
| Participant deferral / active EE | $2,613 | $4,676-44.1% | $3,985-34.4% | $6,710-61.1% |
| Admin fee / account holder | $274 | $8,657-96.8% | $6,852-96.0% | $11,403-97.6% |