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 | $119,209 | $153,772-22.5% | $133,980-11.0% | $273,961-56.5% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 7.07% | 36.51%-29.4pp | 29.30%-22.2pp | 41.45%-34.4pp |
| Employer contribution / active EE | $2,424 | $6,029-59.8% | $5,211-53.5% | $4,869-50.2% |
| Participant deferral / active EE | $4,129 | $6,958-40.7% | $6,282-34.3% | $5,287-21.9% |
| Admin fee / account holder | $16 | $11,765-99.9% | $9,324-99.8% | $10,132-99.8% |