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 | $95,872 | $135,952-29.5% | $123,892-22.6% | $273,961-65.0% |
| Participation rate | 84.2% | 84.1%+0.1pp | 81.4%+2.8pp | 83.0%+1.2pp |
| Annual return | 5.37% | 56.63%-51.3pp | 47.52%-42.1pp | 41.45%-36.1pp |
| Employer contribution / active EE | $2,480 | $5,170-52.0% | $4,617-46.3% | $4,869-49.1% |
| Participant deferral / active EE | $6,260 | $6,343-1.3% | $5,984+4.6% | $5,287+18.4% |
| Admin fee / account holder | $1 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |