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 | $52,783 | $144,119-63.4% | $117,854-55.2% | $147,584-64.2% |
| Participation rate | 75.0% | 83.4%-8.4pp | 79.7%-4.7pp | 82.8%-7.8pp |
| Annual return | 19.83% | 531.15%-511.3pp | 335.08%-315.2pp | 578.55%-558.7pp |
| Employer contribution / active EE | $1,957 | $4,896-60.0% | $3,786-48.3% | $4,876-59.9% |
| Participant deferral / active EE | $2,504 | $5,316-52.9% | $4,482-44.1% | $5,439-54.0% |
| Admin fee / account holder | $123 | $10,886-98.9% | $8,020-98.5% | $10,885-98.9% |