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 | $38,557 | $135,952-71.6% | $123,892-68.9% | $273,961-85.9% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 20.24% | 56.63%-36.4pp | 47.52%-27.3pp | 41.45%-21.2pp |
| Employer contribution / active EE | $5,073 | $5,170-1.9% | $4,617+9.9% | $4,869+4.2% |
| Participant deferral / active EE | $9,367 | $6,343+47.7% | $5,984+56.5% | $5,287+77.2% |
| Admin fee / account holder | $131 | $9,817-98.7% | $8,357-98.4% | $10,132-98.7% |