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 | $115,674 | $96,557+19.8% | $80,975+42.9% | $273,961-57.8% |
| Participation rate | 89.5% | 79.1%+10.4pp | 75.8%+13.7pp | 83.0%+6.5pp |
| Annual return | 7.81% | 15.14%-7.3pp | 17.10%-9.3pp | 41.45%-33.6pp |
| Employer contribution / active EE | $5,098 | $4,868+4.7% | $3,714+37.2% | $4,869+4.7% |
| Participant deferral / active EE | $11,005 | $6,598+66.8% | $5,696+93.2% | $5,287+108.2% |
| Admin fee / account holder | $262 | $7,492-96.5% | $5,516-95.2% | $10,132-97.4% |