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 | $63,865 | $135,952-53.0% | $123,892-48.5% | $273,961-76.7% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 7.27% | 56.63%-49.4pp | 47.52%-40.2pp | 41.45%-34.2pp |
| Employer contribution / active EE | $14,444 | $5,170+179.4% | $4,617+212.9% | $4,869+196.7% |
| Participant deferral / active EE | $6,695 | $6,343+5.6% | $5,984+11.9% | $5,287+26.6% |
| Admin fee / account holder | $175 | $9,817-98.2% | $8,357-97.9% | $10,132-98.3% |