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 | $66,341 | $215,361-69.2% | $171,082-61.2% | $273,961-75.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 76.7%-1.7pp | 83.0%-8.0pp |
| Annual return | 7.17% | 25.14%-18.0pp | 32.56%-25.4pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,397 | $4,967-71.9% | $4,002-65.1% | $4,869-71.3% |
| Participant deferral / active EE | $16,650 | $5,543+200.4% | $4,797+247.1% | $5,287+214.9% |
| Admin fee / account holder | $45 | $10,846-99.6% | $8,520-99.5% | $10,132-99.6% |