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 | $96,683 | $127,386-24.1% | $115,037-16.0% | $125,391-22.9% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | 0.04% | 31.28%-31.2pp | 26.14%-26.1pp | 282.22%-282.2pp |
| Employer contribution / active EE | $8,345 | $5,166+61.5% | $4,608+81.1% | $4,866+71.5% |
| Participant deferral / active EE | $8,190 | $6,423+27.5% | $6,026+35.9% | $5,352+53.0% |
| Admin fee / account holder | $34 | $9,516-99.6% | $8,175-99.6% | $9,540-99.6% |