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 | $87,683 | $142,405-38.4% | $115,157-23.9% | $152,861-42.6% |
| Participation rate | 80.0% | 82.4%-2.4pp | 75.9%+4.1pp | 82.4%-2.4pp |
| Annual return | 20.73% | 41.48%-20.7pp | 35.60%-14.9pp | 345.32%-324.6pp |
| Employer contribution / active EE | $2,028 | $4,010-49.4% | $3,179-36.2% | $4,762-57.4% |
| Participant deferral / active EE | $8,108 | $5,164+57.0% | $4,168+94.5% | $5,850+38.6% |
| Admin fee / account holder | $5 | $8,462-99.9% | $7,088-99.9% | $11,596-100.0% |