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 | $74,216 | $135,952-45.4% | $123,892-40.1% | $273,961-72.9% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 8.05% | 56.63%-48.6pp | 47.52%-39.5pp | 41.45%-33.4pp |
| Employer contribution / active EE | $4,572 | $5,170-11.6% | $4,617-1.0% | $4,869-6.1% |
| Participant deferral / active EE | $9,158 | $6,343+44.4% | $5,984+53.0% | $5,287+73.2% |
| Admin fee / account holder | $28 | $9,817-99.7% | $8,357-99.7% | $10,132-99.7% |