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 | $56,098 | $131,829-57.4% | $108,579-48.3% | $273,961-79.5% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 11.51% | -91.57%+103.1pp | -51.70%+63.2pp | 41.45%-29.9pp |
| Employer contribution / active EE | $2,267 | $4,912-53.8% | $3,758-39.7% | $4,869-53.4% |
| Participant deferral / active EE | $6,745 | $5,127+31.6% | $4,311+56.5% | $5,287+27.6% |
| Admin fee / account holder | $269 | $10,252-97.4% | $7,645-96.5% | $10,132-97.3% |