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 | $83,534 | $83,337+0.2% | $67,834+23.1% | $273,961-69.5% |
| Participation rate | 75.0% | 76.4%-1.4pp | 68.8%+6.2pp | 83.0%-8.0pp |
| Annual return | 5.57% | 259.45%-253.9pp | 138.47%-132.9pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,749 | $3,287-46.8% | $2,403-27.2% | $4,869-64.1% |
| Participant deferral / active EE | $6,145 | $4,088+50.3% | $3,160+94.5% | $5,287+16.2% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |