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 | $85,459 | $227,553-62.4% | $189,557-54.9% | $167,490-49.0% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.4%+13.9pp | 82.1%+10.2pp |
| Annual return | 13.91% | 78.40%-64.5pp | 64.17%-50.3pp | 478.56%-464.7pp |
| Employer contribution / active EE | $6,780 | $5,316+27.5% | $4,412+53.7% | $4,837+40.2% |
| Participant deferral / active EE | $3,858 | $7,002-44.9% | $6,174-37.5% | $6,341-39.2% |
| Admin fee / account holder | $223 | $11,878-98.1% | $9,807-97.7% | $12,309-98.2% |