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 | $81,514 | $176,056-53.7% | $159,436-48.9% | $167,490-51.3% |
| Participation rate | 90.9% | 84.9%+6.0pp | 82.8%+8.1pp | 82.1%+8.8pp |
| Annual return | 12.46% | 331.75%-319.3pp | 263.57%-251.1pp | 478.56%-466.1pp |
| Employer contribution / active EE | $2,620 | $5,297-50.5% | $4,829-45.8% | $4,837-45.8% |
| Participant deferral / active EE | $5,950 | $7,750-23.2% | $7,352-19.1% | $6,341-6.2% |
| Admin fee / account holder | $5 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |