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 | $87,270 | $148,534-41.2% | $135,903-35.8% | $139,434-37.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.27% | 79.19%-57.9pp | 68.23%-47.0pp | 372.94%-351.7pp |
| Employer contribution / active EE | $5,165 | $5,243-1.5% | $4,856+6.4% | $4,751+8.7% |
| Participant deferral / active EE | $2,770 | $8,100-65.8% | $7,758-64.3% | $6,710-58.7% |
| Admin fee / account holder | $20 | $12,400-99.8% | $10,762-99.8% | $11,403-99.8% |