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 | $85,261 | $127,777-33.3% | $106,548-20.0% | $167,490-49.1% |
| Participation rate | 80.0% | 78.3%+1.7pp | 76.1%+3.9pp | 82.1%-2.1pp |
| Annual return | 21.94% | 33.87%-11.9pp | 26.80%-4.9pp | 478.56%-456.6pp |
| Employer contribution / active EE | $1,759 | $3,427-48.7% | $2,819-37.6% | $4,837-63.6% |
| Participant deferral / active EE | $3,140 | $5,087-38.3% | $4,398-28.6% | $6,341-50.5% |
| Admin fee / account holder | $180 | $11,228-98.4% | $7,407-97.6% | $12,309-98.5% |