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 9-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 | $85,918 | $149,734-42.6% | $118,925-27.8% | $158,922-45.9% |
| Participation rate | 87.5% | 82.1%+5.4pp | 75.4%+12.1pp | 82.0%+5.5pp |
| Annual return | 15.30% | 19.95%-4.6pp | 35.88%-20.6pp | 302.83%-287.5pp |
| Employer contribution / active EE | $2,205 | $4,115-46.4% | $3,263-32.4% | $4,761-53.7% |
| Participant deferral / active EE | $4,992 | $5,223-4.4% | $4,265+17.0% | $5,982-16.6% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |