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 | $68,022 | $152,587-55.4% | $125,175-45.7% | $152,861-55.5% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 28.10% | 54.84%-26.7pp | 43.79%-15.7pp | 345.32%-317.2pp |
| Employer contribution / active EE | $2,206 | $4,946-55.4% | $3,865-42.9% | $4,762-53.7% |
| Participant deferral / active EE | $2,715 | $5,868-53.7% | $4,937-45.0% | $5,850-53.6% |
| Admin fee / account holder | $201 | $13,434-98.5% | $9,702-97.9% | $11,596-98.3% |