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 | $120,893 | $181,894-33.5% | $156,549-22.8% | $273,961-55.9% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 10.50% | 30.74%-20.2pp | 32.23%-21.7pp | 41.45%-30.9pp |
| Employer contribution / active EE | $3,309 | $6,248-47.0% | $5,501-39.9% | $4,869-32.0% |
| Participant deferral / active EE | $10,136 | $5,550+82.6% | $4,871+108.1% | $5,287+91.7% |
| Admin fee / account holder | $48 | $15,559-99.7% | $13,027-99.6% | $10,132-99.5% |