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 | $86,295 | $115,770-25.5% | $101,248-14.8% | $158,922-45.7% |
| Participation rate | 77.3% | 79.4%-2.1pp | 75.8%+1.5pp | 82.0%-4.7pp |
| Annual return | 17.54% | 56.14%-38.6pp | 46.47%-28.9pp | 302.83%-285.3pp |
| Employer contribution / active EE | $2,955 | $4,175-29.2% | $3,660-19.2% | $4,761-37.9% |
| Participant deferral / active EE | $4,850 | $4,957-2.2% | $4,370+11.0% | $5,982-18.9% |
| Admin fee / account holder | $80 | $7,245-98.9% | $5,945-98.7% | $11,246-99.3% |