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 | $85,515 | $165,335-48.3% | $149,696-42.9% | $158,922-46.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 17.92% | 348.15%-330.2pp | 276.60%-258.7pp | 302.83%-284.9pp |
| Employer contribution / active EE | $2,155 | $5,103-57.8% | $4,644-53.6% | $4,761-54.7% |
| Participant deferral / active EE | $12,089 | $7,181+68.3% | $6,842+76.7% | $5,982+102.1% |
| Admin fee / account holder | $258 | $10,807-97.6% | $9,309-97.2% | $11,246-97.7% |