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 | $84,080 | $93,571-10.1% | $135,903-38.1% | $75,163+11.9% |
| Participation rate | 82.4% | 75.2%+7.2pp | 81.9%+0.4pp | 67.2%+15.2pp |
| Annual return | 21.13% | 30.90%-9.8pp | 68.23%-47.1pp | 160.62%-139.5pp |
| Employer contribution / active EE | $3,429 | $3,537-3.0% | $4,856-29.4% | $2,670+28.4% |
| Participant deferral / active EE | $5,990 | $6,404-6.5% | $7,758-22.8% | $4,125+45.2% |
| Admin fee / account holder | $238 | $6,975-96.6% | $10,762-97.8% | $5,651-95.8% |