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 | $57,081 | $165,335-65.5% | $149,696-61.9% | $158,922-64.1% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 17.76% | 348.15%-330.4pp | 276.60%-258.8pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,558 | $5,103-69.5% | $4,644-66.4% | $4,761-67.3% |
| Participant deferral / active EE | $6,900 | $7,181-3.9% | $6,842+0.9% | $5,982+15.3% |
| Admin fee / account holder | $145 | $10,807-98.7% | $9,309-98.4% | $11,246-98.7% |