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 | $64,047 | $114,381-44.0% | $107,525-40.4% | $142,382-55.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 14.23% | 242.71%-228.5pp | 181.32%-167.1pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,700 | $4,015-32.7% | $3,754-28.1% | $4,299-37.2% |
| Participant deferral / active EE | $6,671 | $5,564+19.9% | $5,116+30.4% | $6,507+2.5% |
| Admin fee / account holder | $48 | $9,860-99.5% | $8,919-99.5% | $12,624-99.6% |