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 | $72,968 | $153,772-52.5% | $133,980-45.5% | $273,961-73.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.78% | 36.51%-30.7pp | 29.30%-23.5pp | 41.45%-35.7pp |
| Employer contribution / active EE | $3,332 | $6,029-44.7% | $5,211-36.1% | $4,869-31.6% |
| Participant deferral / active EE | $6,924 | $6,958-0.5% | $6,282+10.2% | $5,287+31.0% |
| Admin fee / account holder | $146 | $11,765-98.8% | $9,324-98.4% | $10,132-98.6% |