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 | $83,796 | $167,483-50.0% | $115,752-27.6% | $147,584-43.2% |
| Participation rate | 95.8% | 81.7%+14.1pp | 77.8%+18.1pp | 82.8%+13.0pp |
| Annual return | 18.96% | 12.11%+6.9pp | 19.41%-0.4pp | 578.55%-559.6pp |
| Employer contribution / active EE | $2,451 | $4,960-50.6% | $3,492-29.8% | $4,876-49.7% |
| Participant deferral / active EE | $6,046 | $7,037-14.1% | $5,204+16.2% | $5,439+11.2% |
| Admin fee / account holder | $95 | $13,069-99.3% | $6,278-98.5% | $10,885-99.1% |