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 | $90,488 | $163,687-44.7% | $108,745-16.8% | $273,961-67.0% |
| Participation rate | 84.2% | 82.3%+1.9pp | 77.7%+6.5pp | 83.0%+1.2pp |
| Annual return | 13.27% | 31.16%-17.9pp | 46.22%-33.0pp | 41.45%-28.2pp |
| Employer contribution / active EE | $3,168 | $4,711-32.8% | $3,323-4.7% | $4,869-34.9% |
| Participant deferral / active EE | $9,467 | $7,155+32.3% | $5,121+84.9% | $5,287+79.1% |
| Admin fee / account holder | $20 | $12,890-99.8% | $6,144-99.7% | $10,132-99.8% |