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 | $53,215 | $102,966-48.3% | $90,281-41.1% | $152,861-65.2% |
| Participation rate | 70.6% | 75.9%-5.3pp | 73.3%-2.7pp | 82.4%-11.9pp |
| Annual return | 24.97% | 95.16%-70.2pp | 78.10%-53.1pp | 345.32%-320.3pp |
| Employer contribution / active EE | $2,445 | $3,139-22.1% | $2,854-14.3% | $4,762-48.7% |
| Participant deferral / active EE | $2,911 | $4,281-32.0% | $3,885-25.1% | $5,850-50.2% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |