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 | $93,544 | $153,772-39.2% | $133,980-30.2% | $273,961-65.9% |
| Participation rate | 73.3% | 88.4%-15.0pp | 87.1%-13.7pp | 83.0%-9.7pp |
| Annual return | 11.30% | 36.51%-25.2pp | 29.30%-18.0pp | 41.45%-30.2pp |
| Employer contribution / active EE | $2,539 | $6,029-57.9% | $5,211-51.3% | $4,869-47.8% |
| Participant deferral / active EE | $5,091 | $6,958-26.8% | $6,282-19.0% | $5,287-3.7% |
| Admin fee / account holder | $167 | $11,765-98.6% | $9,324-98.2% | $10,132-98.4% |