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 | $88,628 | $117,841-24.8% | $102,423-13.5% | $145,922-39.3% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 9.93% | 31.65%-21.7pp | 29.32%-19.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,642 | $3,615-54.6% | $3,023-45.7% | $4,660-64.8% |
| Participant deferral / active EE | $3,572 | $5,731-37.7% | $5,053-29.3% | $6,688-46.6% |
| Admin fee / account holder | $205 | $13,326-98.5% | $9,451-97.8% | $13,397-98.5% |