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 | $75,171 | $157,256-52.2% | $141,162-46.7% | $152,861-50.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 19.27% | 64.32%-45.1pp | 71.39%-52.1pp | 345.32%-326.1pp |
| Employer contribution / active EE | $1,702 | $5,261-67.6% | $4,735-64.1% | $4,762-64.3% |
| Participant deferral / active EE | $3,064 | $7,109-56.9% | $6,709-54.3% | $5,850-47.6% |
| Admin fee / account holder | $74 | $12,120-99.4% | $10,261-99.3% | $11,596-99.4% |