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 | $90,658 | $104,251-13.0% | $91,001-0.4% | $147,584-38.6% |
| Participation rate | 92.9% | 78.2%+14.6pp | 75.6%+17.3pp | 82.8%+10.0pp |
| Annual return | 13.97% | 27.06%-13.1pp | 4.60%+9.4pp | 578.55%-564.6pp |
| Employer contribution / active EE | $2,018 | $3,116-35.2% | $2,456-17.8% | $4,876-58.6% |
| Participant deferral / active EE | $3,856 | $4,195-8.1% | $3,547+8.7% | $5,439-29.1% |
| Admin fee / account holder | $226 | $8,948-97.5% | $5,417-95.8% | $10,885-97.9% |