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 | $89,459 | $215,361-58.5% | $171,082-47.7% | $273,961-67.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 3.53% | 25.14%-21.6pp | 32.56%-29.0pp | 41.45%-37.9pp |
| Employer contribution / active EE | $5,198 | $4,967+4.7% | $4,002+29.9% | $4,869+6.8% |
| Participant deferral / active EE | $11,303 | $5,543+103.9% | $4,797+135.6% | $5,287+113.8% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |