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 | $62,967 | $165,912-62.0% | $122,332-48.5% | $147,584-57.3% |
| Participation rate | 80.0% | 79.6%+0.4pp | 71.6%+8.4pp | 82.8%-2.8pp |
| Annual return | 17.09% | 34.55%-17.5pp | 30.27%-13.2pp | 578.55%-561.5pp |
| Employer contribution / active EE | $110 | $5,754-98.1% | $4,050-97.3% | $4,876-97.8% |
| Participant deferral / active EE | $1,835 | $4,005-54.2% | $3,287-44.2% | $5,439-66.3% |
| Admin fee / account holder | $40 | $7,424-99.5% | $5,478-99.3% | $10,885-99.6% |