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 | $93,404 | $133,922-30.3% | $116,228-19.6% | $142,382-34.4% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.6%+8.8pp | 80.1%+3.2pp |
| Annual return | 15.69% | 147.76%-132.1pp | 90.06%-74.4pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,926 | $3,446-44.1% | $2,994-35.7% | $4,299-55.2% |
| Participant deferral / active EE | $4,273 | $5,672-24.7% | $4,953-13.7% | $6,507-34.3% |
| Admin fee / account holder | $210 | $14,945-98.6% | $11,989-98.3% | $12,624-98.3% |