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 | $85,761 | $103,376-17.0% | $87,100-1.5% | $152,861-43.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 27.05% | 28.10%-1.0pp | 28.19%-1.1pp | 345.32%-318.3pp |
| Employer contribution / active EE | $3,415 | $3,220+6.0% | $2,521+35.5% | $4,762-28.3% |
| Participant deferral / active EE | $3,850 | $4,778-19.4% | $4,049-4.9% | $5,850-34.2% |
| Admin fee / account holder | $136 | $12,205-98.9% | $7,497-98.2% | $11,596-98.8% |