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 | $78,975 | $181,894-56.6% | $156,549-49.6% | $273,961-71.2% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 6.15% | 30.74%-24.6pp | 32.23%-26.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $3,427 | $6,248-45.1% | $5,501-37.7% | $4,869-29.6% |
| Participant deferral / active EE | $7,558 | $5,550+36.2% | $4,871+55.2% | $5,287+43.0% |
| Admin fee / account holder | $214 | $15,559-98.6% | $13,027-98.4% | $10,132-97.9% |