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 | $85,785 | $109,413-21.6% | $156,263-45.1% | $84,808+1.2% |
| Participation rate | 82.1% | 72.7%+9.5pp | 78.9%+3.2pp | 68.3%+13.8pp |
| Annual return | 13.28% | 20.18%-6.9pp | 59.47%-46.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,523 | $2,907-13.2% | $4,333-41.8% | $2,631-4.1% |
| Participant deferral / active EE | $5,725 | $4,590+24.7% | $6,158-7.0% | $4,212+35.9% |
| Admin fee / account holder | $255 | $9,357-97.3% | $14,255-98.2% | $7,344-96.5% |