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 | $73,763 | $163,101-54.8% | $136,749-46.1% | $142,382-48.2% |
| Participation rate | 92.9% | 78.2%+14.6pp | 72.1%+20.7pp | 80.1%+12.7pp |
| Annual return | 17.53% | 27.54%-10.0pp | 24.33%-6.8pp | 217.08%-199.5pp |
| Employer contribution / active EE | $961 | $4,117-76.7% | $3,400-71.7% | $4,299-77.6% |
| Participant deferral / active EE | $1,576 | $5,585-71.8% | $4,692-66.4% | $6,507-75.8% |
| Admin fee / account holder | $77 | $14,318-99.5% | $11,386-99.3% | $12,624-99.4% |