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 | $131,513 | $138,347-4.9% | $184,203-28.6% | $80,856+62.7% |
| Participation rate | 75.8% | 83.9%-8.1pp | 86.8%-11.1pp | 67.6%+8.1pp |
| Annual return | 12.00% | 20.02%-8.0pp | 28.81%-16.8pp | 35.59%-23.6pp |
| Employer contribution / active EE | $5,176 | $4,850+6.7% | $6,427-19.5% | $2,755+87.9% |
| Participant deferral / active EE | $8,227 | $7,071+16.4% | $9,131-9.9% | $4,296+91.5% |
| Admin fee / account holder | $82 | $10,483-99.2% | $13,901-99.4% | $6,918-98.8% |