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 | $60,875 | $80,717-24.6% | $154,803-60.7% | $84,808-28.2% |
| Participation rate | 77.8% | 66.8%+11.0pp | 78.1%-0.3pp | 68.3%+9.5pp |
| Annual return | 20.33% | 37.96%-17.6pp | 58.88%-38.6pp | 40.90%-20.6pp |
| Employer contribution / active EE | $1,972 | $2,761-28.6% | $4,305-54.2% | $2,631-25.1% |
| Participant deferral / active EE | $5,946 | $3,303+80.0% | $5,540+7.3% | $4,212+41.2% |
| Admin fee / account holder | $127 | $6,746-98.1% | $14,329-99.1% | $7,344-98.3% |