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 | $48,647 | $135,952-64.2% | $123,892-60.7% | $273,961-82.2% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 5.44% | 56.63%-51.2pp | 47.52%-42.1pp | 41.45%-36.0pp |
| Employer contribution / active EE | $1,974 | $5,170-61.8% | $4,617-57.3% | $4,869-59.5% |
| Participant deferral / active EE | $6,361 | $6,343+0.3% | $5,984+6.3% | $5,287+20.3% |
| Admin fee / account holder | $212 | $9,817-97.8% | $8,357-97.5% | $10,132-97.9% |