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 | $86,504 | $152,587-43.3% | $125,175-30.9% | $152,861-43.4% |
| Participation rate | 81.8% | 83.3%-1.5pp | 79.8%+2.0pp | 82.4%-0.6pp |
| Annual return | 18.16% | 54.84%-36.7pp | 43.79%-25.6pp | 345.32%-327.2pp |
| Employer contribution / active EE | $1,841 | $4,946-62.8% | $3,865-52.4% | $4,762-61.3% |
| Participant deferral / active EE | $3,926 | $5,868-33.1% | $4,937-20.5% | $5,850-32.9% |
| Admin fee / account holder | $108 | $13,434-99.2% | $9,702-98.9% | $11,596-99.1% |