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 | $59,446 | $181,894-67.3% | $156,549-62.0% | $273,961-78.3% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 5.98% | 30.74%-24.8pp | 32.23%-26.2pp | 41.45%-35.5pp |
| Employer contribution / active EE | $2,226 | $6,248-64.4% | $5,501-59.5% | $4,869-54.3% |
| Participant deferral / active EE | $6,429 | $5,550+15.8% | $4,871+32.0% | $5,287+21.6% |
| Admin fee / account holder | $267 | $15,559-98.3% | $13,027-97.9% | $10,132-97.4% |