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 | $85,134 | $112,096-24.1% | $95,952-11.3% | $158,922-46.4% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 20.93% | 171.09%-150.2pp | 91.61%-70.7pp | 302.83%-281.9pp |
| Employer contribution / active EE | $1,024 | $3,198-68.0% | $2,541-59.7% | $4,761-78.5% |
| Participant deferral / active EE | $3,105 | $4,784-35.1% | $4,167-25.5% | $5,982-48.1% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |