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 | $82,759 | $84,527-2.1% | $67,711+22.2% | $125,391-34.0% |
| Participation rate | 87.5% | 74.8%+12.7pp | 67.5%+20.0pp | 83.2%+4.3pp |
| Annual return | 1.73% | 2.57%-0.8pp | 25.41%-23.7pp | 282.22%-280.5pp |
| Employer contribution / active EE | $831 | $3,292-74.8% | $2,559-67.5% | $4,866-82.9% |
| Participant deferral / active EE | $5,642 | $4,429+27.4% | $3,585+57.4% | $5,352+5.4% |
| Admin fee / account holder | $25 | $5,340-99.5% | $4,255-99.4% | $9,540-99.7% |