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 | $80,970 | $127,264-36.4% | $109,895-26.3% | $167,490-51.7% |
| Participation rate | 72.7% | 77.9%-5.1pp | 74.2%-1.5pp | 82.1%-9.4pp |
| Annual return | 20.91% | 22.97%-2.1pp | 29.45%-8.5pp | 478.56%-457.6pp |
| Employer contribution / active EE | $2,098 | $3,322-36.8% | $2,842-26.2% | $4,837-56.6% |
| Participant deferral / active EE | $3,886 | $4,514-13.9% | $4,048-4.0% | $6,341-38.7% |
| Admin fee / account holder | $3 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |