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 | $81,324 | $202,432-59.8% | $169,368-52.0% | $139,434-41.7% |
| Participation rate | 87.5% | 81.1%+6.4pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 12.38% | 531.74%-519.4pp | 405.60%-393.2pp | 372.94%-360.6pp |
| Employer contribution / active EE | $3,285 | $4,692-30.0% | $4,013-18.1% | $4,751-30.9% |
| Participant deferral / active EE | $5,104 | $6,938-26.4% | $6,221-18.0% | $6,710-23.9% |
| Admin fee / account holder | $104 | $10,708-99.0% | $9,003-98.8% | $11,403-99.1% |