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 | $63,545 | $181,894-65.1% | $156,549-59.4% | $273,961-76.8% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | 6.32% | 30.74%-24.4pp | 32.23%-25.9pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,878 | $6,248-69.9% | $5,501-65.9% | $4,869-61.4% |
| Participant deferral / active EE | $4,674 | $5,550-15.8% | $4,871-4.0% | $5,287-11.6% |
| Admin fee / account holder | $136 | $15,559-99.1% | $13,027-99.0% | $10,132-98.7% |