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 | $88,704 | $215,361-58.8% | $171,082-48.2% | $273,961-67.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 76.7%-1.7pp | 83.0%-8.0pp |
| Annual return | 23.90% | 25.14%-1.2pp | 32.56%-8.7pp | 41.45%-17.6pp |
| Employer contribution / active EE | $3,630 | $4,967-26.9% | $4,002-9.3% | $4,869-25.4% |
| Participant deferral / active EE | $5,695 | $5,543+2.7% | $4,797+18.7% | $5,287+7.7% |
| Admin fee / account holder | $19 | $10,846-99.8% | $8,520-99.8% | $10,132-99.8% |