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 | $33,152 | $181,894-81.8% | $156,549-78.8% | $273,961-87.9% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 8.00% | 30.74%-22.7pp | 32.23%-24.2pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,899 | $6,248-69.6% | $5,501-65.5% | $4,869-61.0% |
| Participant deferral / active EE | $6,376 | $5,550+14.9% | $4,871+30.9% | $5,287+20.6% |
| Admin fee / account holder | $36 | $15,559-99.8% | $13,027-99.7% | $10,132-99.6% |