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 | $70,434 | $156,846-55.1% | $121,098-41.8% | $139,434-49.5% |
| Participation rate | 75.0% | 76.4%-1.4pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 19.76% | 1474.56%-1454.8pp | 985.75%-966.0pp | 372.94%-353.2pp |
| Employer contribution / active EE | $272 | $5,536-95.1% | $4,164-93.5% | $4,751-94.3% |
| Participant deferral / active EE | $7,373 | $4,844+52.2% | $4,080+80.7% | $6,710+9.9% |
| Admin fee / account holder | $66 | $6,946-99.1% | $5,644-98.8% | $11,403-99.4% |