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 | $79,063 | $116,175-31.9% | $93,606-15.5% | $152,861-48.3% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 25.45% | 35.96%-10.5pp | 32.76%-7.3pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,663 | $3,218-48.3% | $2,718-38.8% | $4,762-65.1% |
| Participant deferral / active EE | $4,060 | $4,603-11.8% | $4,069-0.2% | $5,850-30.6% |
| Admin fee / account holder | $5 | $10,748-100.0% | $7,888-99.9% | $11,596-100.0% |