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 | $74,594 | $135,952-45.1% | $123,892-39.8% | $273,961-72.8% |
| Participation rate | 89.5% | 84.1%+5.4pp | 81.4%+8.1pp | 83.0%+6.5pp |
| Annual return | 7.81% | 56.63%-48.8pp | 47.52%-39.7pp | 41.45%-33.6pp |
| Employer contribution / active EE | $1,079 | $5,170-79.1% | $4,617-76.6% | $4,869-77.8% |
| Participant deferral / active EE | $2,099 | $6,343-66.9% | $5,984-64.9% | $5,287-60.3% |
| Admin fee / account holder | $276 | $9,817-97.2% | $8,357-96.7% | $10,132-97.3% |