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 | $71,263 | $171,164-58.4% | $127,761-44.2% | $152,861-53.4% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.0%+1.0pp | 82.4%-2.4pp |
| Annual return | 22.36% | 23.54%-1.2pp | 26.14%-3.8pp | 345.32%-323.0pp |
| Employer contribution / active EE | $2,784 | $5,447-48.9% | $4,574-39.1% | $4,762-41.5% |
| Participant deferral / active EE | $6,137 | $7,038-12.8% | $6,021+1.9% | $5,850+4.9% |
| Admin fee / account holder | $3 | $14,530-100.0% | $9,395-100.0% | $11,596-100.0% |