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 | $80,071 | $117,983-32.1% | $101,794-21.3% | $142,382-43.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.2%+5.8pp | 80.1%-5.1pp |
| Annual return | 16.09% | 36.92%-20.8pp | 30.53%-14.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,196 | $2,773-20.8% | $2,289-4.1% | $4,299-48.9% |
| Participant deferral / active EE | $3,182 | $4,714-32.5% | $4,084-22.1% | $6,507-51.1% |
| Admin fee / account holder | $87 | $10,433-99.2% | $8,777-99.0% | $12,624-99.3% |