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 | $59,931 | $118,680-49.5% | $98,907-39.4% | $158,922-62.3% |
| Participation rate | 82.6% | 77.8%+4.8pp | 76.0%+6.6pp | 82.0%+0.7pp |
| Annual return | 16.99% | 372.35%-355.4pp | 196.43%-179.4pp | 302.83%-285.8pp |
| Employer contribution / active EE | $733 | $3,333-78.0% | $2,689-72.7% | $4,761-84.6% |
| Participant deferral / active EE | $3,338 | $5,088-34.4% | $4,244-21.3% | $5,982-44.2% |
| Admin fee / account holder | $158 | $10,131-98.4% | $6,642-97.6% | $11,246-98.6% |