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 | $79,836 | $111,754-28.6% | $103,333-22.7% | $145,922-45.3% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.2pp |
| Annual return | 11.91% | 24.77%-12.9pp | 24.88%-13.0pp | 561.29%-549.4pp |
| Employer contribution / active EE | $2,604 | $4,212-38.2% | $3,868-32.7% | $4,660-44.1% |
| Participant deferral / active EE | $5,765 | $5,619+2.6% | $5,057+14.0% | $6,688-13.8% |
| Admin fee / account holder | $88 | $9,750-99.1% | $8,355-98.9% | $13,397-99.3% |