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 | $95,704 | $177,572-46.1% | $154,803-38.2% | $142,382-32.8% |
| Participation rate | 88.9% | 82.1%+6.8pp | 78.1%+10.8pp | 80.1%+8.8pp |
| Annual return | 15.97% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $4,226 | $4,810-12.1% | $4,305-1.8% | $4,299-1.7% |
| Participant deferral / active EE | $3,872 | $6,272-38.3% | $5,540-30.1% | $6,507-40.5% |
| Admin fee / account holder | $31 | $16,786-99.8% | $14,329-99.8% | $12,624-99.8% |