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 | $86,815 | $215,361-59.7% | $171,082-49.3% | $273,961-68.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.39% | 25.14%-18.7pp | 32.56%-26.2pp | 41.45%-35.1pp |
| Employer contribution / active EE | $2,080 | $4,967-58.1% | $4,002-48.0% | $4,869-57.3% |
| Participant deferral / active EE | $3,900 | $5,543-29.6% | $4,797-18.7% | $5,287-26.2% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |