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 | $78,840 | $104,251-24.4% | $91,001-13.4% | $147,584-46.6% |
| Participation rate | 91.7% | 78.2%+13.4pp | 75.6%+16.1pp | 82.8%+8.8pp |
| Annual return | 14.36% | 27.06%-12.7pp | 4.60%+9.8pp | 578.55%-564.2pp |
| Employer contribution / active EE | $1,905 | $3,116-38.9% | $2,456-22.4% | $4,876-60.9% |
| Participant deferral / active EE | $1,905 | $4,195-54.6% | $3,547-46.3% | $5,439-65.0% |
| Admin fee / account holder | $188 | $8,948-97.9% | $5,417-96.5% | $10,885-98.3% |