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 | $119,638 | $152,587-21.6% | $125,175-4.4% | $152,861-21.7% |
| Participation rate | 73.3% | 83.3%-10.0pp | 79.8%-6.4pp | 82.4%-9.1pp |
| Annual return | 17.90% | 54.84%-36.9pp | 43.79%-25.9pp | 345.32%-327.4pp |
| Employer contribution / active EE | $1,409 | $4,946-71.5% | $3,865-63.5% | $4,762-70.4% |
| Participant deferral / active EE | $2,657 | $5,868-54.7% | $4,937-46.2% | $5,850-54.6% |
| Admin fee / account holder | $13 | $13,434-99.9% | $9,702-99.9% | $11,596-99.9% |