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 | $99,910 | $177,572-43.7% | $154,803-35.5% | $142,382-29.8% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 18.00% | 65.07%-47.1pp | 58.88%-40.9pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,855 | $4,810-61.4% | $4,305-56.9% | $4,299-56.9% |
| Participant deferral / active EE | $3,162 | $6,272-49.6% | $5,540-42.9% | $6,507-51.4% |
| Admin fee / account holder | $7 | $16,786-100.0% | $14,329-100.0% | $12,624-99.9% |