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 | $78,524 | $106,584-26.3% | $101,326-22.5% | $142,382-44.9% |
| Participation rate | 73.3% | 82.7%-9.4pp | 81.5%-8.2pp | 80.1%-6.8pp |
| Annual return | 18.30% | 36.93%-18.6pp | 36.82%-18.5pp | 217.08%-198.8pp |
| Employer contribution / active EE | $3,079 | $3,956-22.2% | $3,665-16.0% | $4,299-28.4% |
| Participant deferral / active EE | $6,173 | $8,297-25.6% | $7,994-22.8% | $6,507-5.1% |
| Admin fee / account holder | $103 | $11,446-99.1% | $11,185-99.1% | $12,624-99.2% |