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 | $87,844 | $183,519-52.1% | $155,509-43.5% | $145,922-39.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 13.54% | 61.17%-47.6pp | 64.67%-51.1pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,999 | $5,313-62.4% | $4,672-57.2% | $4,660-57.1% |
| Participant deferral / active EE | $3,826 | $6,462-40.8% | $5,626-32.0% | $6,688-42.8% |
| Admin fee / account holder | $111 | $19,313-99.4% | $15,912-99.3% | $13,397-99.2% |