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 | $61,524 | $135,952-54.7% | $123,892-50.3% | $273,961-77.5% |
| Participation rate | 94.4% | 84.1%+10.4pp | 81.4%+13.0pp | 83.0%+11.4pp |
| Annual return | 9.62% | 56.63%-47.0pp | 47.52%-37.9pp | 41.45%-31.8pp |
| Employer contribution / active EE | $8,150 | $5,170+57.6% | $4,617+76.5% | $4,869+67.4% |
| Participant deferral / active EE | $6,752 | $6,343+6.4% | $5,984+12.8% | $5,287+27.7% |
| Admin fee / account holder | $297 | $9,817-97.0% | $8,357-96.4% | $10,132-97.1% |