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 | $76,786 | $135,952-43.5% | $123,892-38.0% | $273,961-72.0% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 6.66% | 56.63%-50.0pp | 47.52%-40.9pp | 41.45%-34.8pp |
| Employer contribution / active EE | $8,851 | $5,170+71.2% | $4,617+91.7% | $4,869+81.8% |
| Participant deferral / active EE | $9,126 | $6,343+43.9% | $5,984+52.5% | $5,287+72.6% |
| Admin fee / account holder | $83 | $9,817-99.2% | $8,357-99.0% | $10,132-99.2% |