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 | $73,445 | $96,965-24.3% | $97,995-25.1% | $147,584-50.2% |
| Participation rate | 92.3% | 83.6%+8.7pp | 82.4%+9.9pp | 82.8%+9.5pp |
| Annual return | 18.81% | 24.11%-5.3pp | 23.94%-5.1pp | 578.55%-559.7pp |
| Employer contribution / active EE | $2,555 | $4,536-43.7% | $4,158-38.5% | $4,876-47.6% |
| Participant deferral / active EE | $4,279 | $5,081-15.8% | $5,097-16.0% | $5,439-21.3% |
| Admin fee / account holder | $246 | $8,120-97.0% | $5,943-95.9% | $10,885-97.7% |