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 | $99,831 | $179,726-44.5% | $156,263-36.1% | $142,382-29.9% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 19.86% | 77.86%-58.0pp | 59.47%-39.6pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,760 | $5,069-65.3% | $4,333-59.4% | $4,299-59.1% |
| Participant deferral / active EE | $4,016 | $6,956-42.3% | $6,158-34.8% | $6,507-38.3% |
| Admin fee / account holder | $21 | $17,272-99.9% | $14,255-99.9% | $12,624-99.8% |