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 | $67,005 | $157,256-57.4% | $141,162-52.5% | $152,861-56.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 22.09% | 64.32%-42.2pp | 71.39%-49.3pp | 345.32%-323.2pp |
| Employer contribution / active EE | $2,987 | $5,261-43.2% | $4,735-36.9% | $4,762-37.3% |
| Participant deferral / active EE | $6,749 | $7,109-5.1% | $6,709+0.6% | $5,850+15.4% |
| Admin fee / account holder | $90 | $12,120-99.3% | $10,261-99.1% | $11,596-99.2% |