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 | $78,723 | $197,591-60.2% | $177,821-55.7% | $158,922-50.5% |
| Participation rate | 77.8% | 88.5%-10.8pp | 87.7%-9.9pp | 82.0%-4.2pp |
| Annual return | 21.77% | 58.76%-37.0pp | 48.32%-26.6pp | 302.83%-281.1pp |
| Employer contribution / active EE | $2,472 | $6,697-63.1% | $5,918-58.2% | $4,761-48.1% |
| Participant deferral / active EE | $8,786 | $8,405+4.5% | $7,714+13.9% | $5,982+46.9% |
| Admin fee / account holder | $254 | $15,399-98.4% | $12,427-98.0% | $11,246-97.7% |