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 8-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 | $61,381 | $148,534-58.7% | $135,903-54.8% | $139,434-56.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 22.53% | 79.19%-56.7pp | 68.23%-45.7pp | 372.94%-350.4pp |
| Employer contribution / active EE | $2,279 | $5,243-56.5% | $4,856-53.1% | $4,751-52.0% |
| Participant deferral / active EE | $10,040 | $8,100+24.0% | $7,758+29.4% | $6,710+49.6% |
| Admin fee / account holder | $40 | $12,400-99.7% | $10,762-99.6% | $11,403-99.7% |