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 | $80,138 | $124,281-35.5% | $109,143-26.6% | $167,490-52.2% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 12.00% | 26.04%-14.0pp | 25.75%-13.7pp | 478.56%-466.6pp |
| Employer contribution / active EE | $3,469 | $4,207-17.5% | $3,722-6.8% | $4,837-28.3% |
| Participant deferral / active EE | $6,499 | $5,255+23.7% | $4,653+39.7% | $6,341+2.5% |
| Admin fee / account holder | $20 | $7,970-99.7% | $6,752-99.7% | $12,309-99.8% |