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 | $59,151 | $135,952-56.5% | $123,892-52.3% | $273,961-78.4% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 5.96% | 56.63%-50.7pp | 47.52%-41.6pp | 41.45%-35.5pp |
| Employer contribution / active EE | $3,361 | $5,170-35.0% | $4,617-27.2% | $4,869-31.0% |
| Participant deferral / active EE | $8,552 | $6,343+34.8% | $5,984+42.9% | $5,287+61.8% |
| Admin fee / account holder | $200 | $9,817-98.0% | $8,357-97.6% | $10,132-98.0% |