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 | $80,222 | $165,335-51.5% | $149,696-46.4% | $158,922-49.5% |
| Participation rate | 70.6% | 84.6%-14.0pp | 82.5%-11.9pp | 82.0%-11.4pp |
| Annual return | 24.49% | 348.15%-323.7pp | 276.60%-252.1pp | 302.83%-278.3pp |
| Employer contribution / active EE | $4,422 | $5,103-13.3% | $4,644-4.8% | $4,761-7.1% |
| Participant deferral / active EE | $7,954 | $7,181+10.8% | $6,842+16.3% | $5,982+33.0% |
| Admin fee / account holder | $4 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |