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 | $103,128 | $131,829-21.8% | $108,579-5.0% | $273,961-62.4% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 11.01% | -91.57%+102.6pp | -51.70%+62.7pp | 41.45%-30.4pp |
| Employer contribution / active EE | $7,618 | $4,912+55.1% | $3,758+102.7% | $4,869+56.5% |
| Participant deferral / active EE | $5,117 | $5,127-0.2% | $4,311+18.7% | $5,287-3.2% |
| Admin fee / account holder | $10 | $10,252-99.9% | $7,645-99.9% | $10,132-99.9% |