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 | $85,586 | $181,894-52.9% | $156,549-45.3% | $273,961-68.8% |
| Participation rate | 77.8% | 88.4%-10.6pp | 84.0%-6.2pp | 83.0%-5.2pp |
| Annual return | 8.37% | 30.74%-22.4pp | 32.23%-23.9pp | 41.45%-33.1pp |
| Employer contribution / active EE | $3,749 | $6,248-40.0% | $5,501-31.9% | $4,869-23.0% |
| Participant deferral / active EE | $3,472 | $5,550-37.4% | $4,871-28.7% | $5,287-34.3% |
| Admin fee / account holder | $20 | $15,559-99.9% | $13,027-99.8% | $10,132-99.8% |