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 | $89,064 | $104,664-14.9% | $85,682+3.9% | $167,490-46.8% |
| Participation rate | 83.3% | 76.4%+7.0pp | 69.9%+13.5pp | 82.1%+1.2pp |
| Annual return | 15.42% | 21.45%-6.0pp | 21.49%-6.1pp | 478.56%-463.1pp |
| Employer contribution / active EE | $2,051 | $3,337-38.5% | $2,618-21.7% | $4,837-57.6% |
| Participant deferral / active EE | $3,814 | $4,824-20.9% | $3,923-2.8% | $6,341-39.9% |
| Admin fee / account holder | $5 | $10,032-100.0% | $6,873-99.9% | $12,309-100.0% |