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 | $97,922 | $165,335-40.8% | $149,696-34.6% | $158,922-38.4% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 19.10% | 348.15%-329.0pp | 276.60%-257.5pp | 302.83%-283.7pp |
| Employer contribution / active EE | $1,608 | $5,103-68.5% | $4,644-65.4% | $4,761-66.2% |
| Participant deferral / active EE | $4,160 | $7,181-42.1% | $6,842-39.2% | $5,982-30.5% |
| Admin fee / account holder | $33 | $10,807-99.7% | $9,309-99.7% | $11,246-99.7% |