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 | $91,041 | $181,894-49.9% | $156,549-41.8% | $273,961-66.8% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 16.14% | 30.74%-14.6pp | 32.23%-16.1pp | 41.45%-25.3pp |
| Employer contribution / active EE | $6,718 | $6,248+7.5% | $5,501+22.1% | $4,869+38.0% |
| Participant deferral / active EE | $3,429 | $5,550-38.2% | $4,871-29.6% | $5,287-35.2% |
| Admin fee / account holder | $148 | $15,559-99.0% | $13,027-98.9% | $10,132-98.5% |