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 | $73,357 | $127,065-42.3% | $113,168-35.2% | $142,382-48.5% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 15.81% | 24.03%-8.2pp | 24.27%-8.5pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,801 | $3,442-18.6% | $2,975-5.9% | $4,299-34.8% |
| Participant deferral / active EE | $6,552 | $5,716+14.6% | $5,107+28.3% | $6,507+0.7% |
| Admin fee / account holder | $107 | $15,736-99.3% | $12,068-99.1% | $12,624-99.2% |