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 9-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 | $93,351 | $159,602-41.5% | $150,045-37.8% | $142,382-34.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 19.41% | 70.24%-50.8pp | 62.55%-43.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,068 | $4,961-78.5% | $4,693-77.2% | $4,299-75.2% |
| Participant deferral / active EE | $4,073 | $8,310-51.0% | $7,997-49.1% | $6,507-37.4% |
| Admin fee / account holder | $115 | $14,846-99.2% | $13,435-99.1% | $12,624-99.1% |