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 | $63,208 | $135,952-53.5% | $123,892-49.0% | $273,961-76.9% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 6.09% | 56.63%-50.5pp | 47.52%-41.4pp | 41.45%-35.4pp |
| Employer contribution / active EE | $3,253 | $5,170-37.1% | $4,617-29.5% | $4,869-33.2% |
| Participant deferral / active EE | $9,509 | $6,343+49.9% | $5,984+58.9% | $5,287+79.9% |
| Admin fee / account holder | $28 | $9,817-99.7% | $8,357-99.7% | $10,132-99.7% |