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 | $95,399 | $117,841-19.0% | $102,423-6.9% | $145,922-34.6% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 14.62% | 31.65%-17.0pp | 29.32%-14.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,571 | $3,615-56.6% | $3,023-48.1% | $4,660-66.3% |
| Participant deferral / active EE | $5,916 | $5,731+3.2% | $5,053+17.1% | $6,688-11.5% |
| Admin fee / account holder | $13 | $13,326-99.9% | $9,451-99.9% | $13,397-99.9% |