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 | $81,943 | $148,978-45.0% | $200,582-59.1% | $84,808-3.4% |
| Participation rate | 89.3% | 84.2%+5.1pp | 86.9%+2.4pp | 68.3%+21.0pp |
| Annual return | 19.06% | 28.16%-9.1pp | 42.33%-23.3pp | 40.90%-21.8pp |
| Employer contribution / active EE | $3,538 | $4,815-26.5% | $6,419-44.9% | $2,631+34.5% |
| Participant deferral / active EE | $9,669 | $7,142+35.4% | $9,331+3.6% | $4,212+129.6% |
| Admin fee / account holder | $190 | $13,977-98.6% | $16,305-98.8% | $7,344-97.4% |