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 | $76,905 | $104,251-26.2% | $91,001-15.5% | $147,584-47.9% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.6%+11.9pp | 82.8%+4.7pp |
| Annual return | 11.65% | 27.06%-15.4pp | 4.60%+7.0pp | 578.55%-566.9pp |
| Employer contribution / active EE | $1,299 | $3,116-58.3% | $2,456-47.1% | $4,876-73.4% |
| Participant deferral / active EE | $4,009 | $4,195-4.4% | $3,547+13.0% | $5,439-26.3% |
| Admin fee / account holder | $99 | $8,948-98.9% | $5,417-98.2% | $10,885-99.1% |