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 | $132,588 | $153,772-13.8% | $133,980-1.0% | $273,961-51.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.72% | 36.51%-26.8pp | 29.30%-19.6pp | 41.45%-31.7pp |
| Employer contribution / active EE | $1,670 | $6,029-72.3% | $5,211-68.0% | $4,869-65.7% |
| Participant deferral / active EE | $13,292 | $6,958+91.0% | $6,282+111.6% | $5,287+151.4% |
| Admin fee / account holder | $152 | $11,765-98.7% | $9,324-98.4% | $10,132-98.5% |