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 | $81,325 | $175,202-53.6% | $149,673-45.7% | $139,434-41.7% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 21.10% | 166.71%-145.6pp | 134.42%-113.3pp | 372.94%-351.8pp |
| Employer contribution / active EE | $1,421 | $5,474-74.0% | $4,818-70.5% | $4,751-70.1% |
| Participant deferral / active EE | $5,977 | $6,519-8.3% | $5,680+5.2% | $6,710-10.9% |
| Admin fee / account holder | $121 | $16,150-99.3% | $13,210-99.1% | $11,403-98.9% |