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 | $114,570 | $177,572-35.5% | $154,803-26.0% | $142,382-19.5% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 20.45% | 65.07%-44.6pp | 58.88%-38.4pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,706 | $4,810-64.5% | $4,305-60.4% | $4,299-60.3% |
| Participant deferral / active EE | $5,710 | $6,272-8.9% | $5,540+3.1% | $6,507-12.2% |
| Admin fee / account holder | $3 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |