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 | $159,783 | $181,894-12.2% | $156,549+2.1% | $273,961-41.7% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 7.96% | 30.74%-22.8pp | 32.23%-24.3pp | 41.45%-33.5pp |
| Employer contribution / active EE | $2,325 | $6,248-62.8% | $5,501-57.7% | $4,869-52.2% |
| Participant deferral / active EE | $4,095 | $5,550-26.2% | $4,871-15.9% | $5,287-22.5% |
| Admin fee / account holder | $10 | $15,559-99.9% | $13,027-99.9% | $10,132-99.9% |