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 | $88,063 | $179,726-51.0% | $156,263-43.6% | $142,382-38.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 25.99% | 77.86%-51.9pp | 59.47%-33.5pp | 217.08%-191.1pp |
| Employer contribution / active EE | $1,191 | $5,069-76.5% | $4,333-72.5% | $4,299-72.3% |
| Participant deferral / active EE | $12,000 | $6,956+72.5% | $6,158+94.9% | $6,507+84.4% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |