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 | $96,861 | $135,952-28.8% | $123,892-21.8% | $273,961-64.6% |
| Participation rate | 84.6% | 84.1%+0.6pp | 81.4%+3.2pp | 83.0%+1.6pp |
| Annual return | 7.26% | 56.63%-49.4pp | 47.52%-40.3pp | 41.45%-34.2pp |
| Employer contribution / active EE | $4,470 | $5,170-13.5% | $4,617-3.2% | $4,869-8.2% |
| Participant deferral / active EE | $12,195 | $6,343+92.3% | $5,984+103.8% | $5,287+130.6% |
| Admin fee / account holder | $223 | $9,817-97.7% | $8,357-97.3% | $10,132-97.8% |