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 | $85,949 | $197,591-56.5% | $177,821-51.7% | $158,922-45.9% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 15.44% | 58.76%-43.3pp | 48.32%-32.9pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,831 | $6,697-72.7% | $5,918-69.1% | $4,761-61.5% |
| Participant deferral / active EE | $3,190 | $8,405-62.0% | $7,714-58.6% | $5,982-46.7% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |