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 | $87,940 | $176,812-50.3% | $146,665-40.0% | $167,490-47.5% |
| Participation rate | 81.8% | 83.6%-1.8pp | 80.1%+1.7pp | 82.1%-0.3pp |
| Annual return | 14.99% | 24.03%-9.0pp | 22.74%-7.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $2,433 | $5,160-52.8% | $4,136-41.2% | $4,837-49.7% |
| Participant deferral / active EE | $3,666 | $6,440-43.1% | $5,506-33.4% | $6,341-42.2% |
| Admin fee / account holder | $57 | $13,259-99.6% | $10,280-99.4% | $12,309-99.5% |