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 | $74,067 | $153,772-51.8% | $133,980-44.7% | $273,961-73.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.89% | 36.51%-30.6pp | 29.30%-23.4pp | 41.45%-35.6pp |
| Employer contribution / active EE | $2,104 | $6,029-65.1% | $5,211-59.6% | $4,869-56.8% |
| Participant deferral / active EE | $9,200 | $6,958+32.2% | $6,282+46.5% | $5,287+74.0% |
| Admin fee / account holder | $64 | $11,765-99.5% | $9,324-99.3% | $10,132-99.4% |