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 | $81,479 | $228,332-64.3% | $185,823-56.2% | $158,922-48.7% |
| Participation rate | 81.3% | 82.3%-1.0pp | 78.0%+3.2pp | 82.0%-0.7pp |
| Annual return | 18.86% | 40.80%-21.9pp | 35.95%-17.1pp | 302.83%-284.0pp |
| Employer contribution / active EE | $1,923 | $4,967-61.3% | $4,087-53.0% | $4,761-59.6% |
| Participant deferral / active EE | $2,896 | $6,415-54.8% | $5,632-48.6% | $5,982-51.6% |
| Admin fee / account holder | $248 | $11,864-97.9% | $9,500-97.4% | $11,246-97.8% |