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 | $83,762 | $183,519-54.4% | $155,509-46.1% | $145,922-42.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 23.76% | 61.17%-37.4pp | 64.67%-40.9pp | 561.29%-537.5pp |
| Employer contribution / active EE | $1,863 | $5,313-64.9% | $4,672-60.1% | $4,660-60.0% |
| Participant deferral / active EE | $5,375 | $6,462-16.8% | $5,626-4.5% | $6,688-19.6% |
| Admin fee / account holder | $5 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |