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 | $83,917 | $112,881-25.7% | $90,951-7.7% | $158,922-47.2% |
| Participation rate | 73.9% | 74.7%-0.8pp | 69.0%+4.9pp | 82.0%-8.0pp |
| Annual return | 18.44% | 215.79%-197.4pp | 134.60%-116.2pp | 302.83%-284.4pp |
| Employer contribution / active EE | $2,156 | $2,893-25.5% | $2,122+1.6% | $4,761-54.7% |
| Participant deferral / active EE | $4,621 | $4,128+12.0% | $3,373+37.0% | $5,982-22.8% |
| Admin fee / account holder | $274 | $8,041-96.6% | $5,959-95.4% | $11,246-97.6% |