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 | $87,850 | $114,381-23.2% | $107,525-18.3% | $142,382-38.3% |
| Participation rate | 88.2% | 78.1%+10.1pp | 75.1%+13.2pp | 80.1%+8.1pp |
| Annual return | 18.73% | 242.71%-224.0pp | 181.32%-162.6pp | 217.08%-198.3pp |
| Employer contribution / active EE | $1,467 | $4,015-63.5% | $3,754-60.9% | $4,299-65.9% |
| Participant deferral / active EE | $3,609 | $5,564-35.1% | $5,116-29.4% | $6,507-44.5% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |