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 | $94,209 | $176,812-46.7% | $146,665-35.8% | $167,490-43.8% |
| Participation rate | 83.3% | 83.6%-0.3pp | 80.1%+3.3pp | 82.1%+1.2pp |
| Annual return | 11.78% | 24.03%-12.3pp | 22.74%-11.0pp | 478.56%-466.8pp |
| Employer contribution / active EE | $2,829 | $5,160-45.2% | $4,136-31.6% | $4,837-41.5% |
| Participant deferral / active EE | $3,466 | $6,440-46.2% | $5,506-37.0% | $6,341-45.3% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |