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 | $92,331 | $149,734-38.3% | $118,925-22.4% | $158,922-41.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 75.4%-0.4pp | 82.0%-7.0pp |
| Annual return | 22.86% | 19.95%+2.9pp | 35.88%-13.0pp | 302.83%-280.0pp |
| Employer contribution / active EE | $2,740 | $4,115-33.4% | $3,263-16.0% | $4,761-42.5% |
| Participant deferral / active EE | $6,904 | $5,223+32.2% | $4,265+61.9% | $5,982+15.4% |
| Admin fee / account holder | $289 | $8,603-96.6% | $6,581-95.6% | $11,246-97.4% |