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 | $62,135 | $87,841-29.3% | $133,980-53.6% | $62,891-1.2% |
| Participation rate | 77.8% | 83.4%-5.6pp | 87.1%-9.3pp | 69.3%+8.5pp |
| Annual return | 10.35% | 12.05%-1.7pp | 29.30%-18.9pp | 20.14%-9.8pp |
| Employer contribution / active EE | $3,095 | $3,483-11.1% | $5,211-40.6% | $2,281+35.7% |
| Participant deferral / active EE | $6,775 | $4,812+40.8% | $6,282+7.9% | $3,203+111.5% |
| Admin fee / account holder | $156 | $5,371-97.1% | $9,324-98.3% | $4,296-96.4% |