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 | $87,206 | $131,829-33.8% | $108,579-19.7% | $273,961-68.2% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.6%+7.9pp | 83.0%+4.5pp |
| Annual return | 8.12% | -91.57%+99.7pp | -51.70%+59.8pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,076 | $4,912-78.1% | $3,758-71.4% | $4,869-77.9% |
| Participant deferral / active EE | $3,983 | $5,127-22.3% | $4,311-7.6% | $5,287-24.7% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |