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 | $96,995 | $140,940-31.2% | $112,229-13.6% | $139,434-30.4% |
| Participation rate | 80.0% | 79.2%+0.8pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 13.65% | 32.71%-19.1pp | 30.20%-16.6pp | 372.94%-359.3pp |
| Employer contribution / active EE | $4,954 | $4,283+15.7% | $3,430+44.4% | $4,751+4.3% |
| Participant deferral / active EE | $7,800 | $5,874+32.8% | $4,798+62.6% | $6,710+16.2% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |