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 | $60,675 | $107,334-43.5% | $92,893-34.7% | $152,861-60.3% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.4%+9.2pp |
| Annual return | 18.37% | 145.58%-127.2pp | 109.41%-91.0pp | 345.32%-326.9pp |
| Employer contribution / active EE | $1,415 | $4,221-66.5% | $3,653-61.3% | $4,762-70.3% |
| Participant deferral / active EE | $4,732 | $4,845-2.3% | $4,236+11.7% | $5,850-19.1% |
| Admin fee / account holder | $32 | $7,079-99.5% | $5,794-99.4% | $11,596-99.7% |