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 | $60,060 | $78,705-23.7% | $117,854-49.0% | $70,131-14.4% |
| Participation rate | 84.3% | 73.2%+11.1pp | 79.7%+4.7pp | 69.5%+14.8pp |
| Annual return | 22.38% | 23.30%-0.9pp | 335.08%-312.7pp | 73.14%-50.8pp |
| Employer contribution / active EE | $3,673 | $2,223+65.2% | $3,786-3.0% | $2,342+56.8% |
| Participant deferral / active EE | $7,952 | $3,297+141.2% | $4,482+77.4% | $3,332+138.7% |
| Admin fee / account holder | $45 | $5,065-99.1% | $8,020-99.4% | $4,645-99.0% |