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 | $99,062 | $181,894-45.5% | $156,549-36.7% | $273,961-63.8% |
| Participation rate | 78.6% | 88.4%-9.8pp | 84.0%-5.4pp | 83.0%-4.4pp |
| Annual return | 11.45% | 30.74%-19.3pp | 32.23%-20.8pp | 41.45%-30.0pp |
| Employer contribution / active EE | $2,274 | $6,248-63.6% | $5,501-58.7% | $4,869-53.3% |
| Participant deferral / active EE | $2,698 | $5,550-51.4% | $4,871-44.6% | $5,287-49.0% |
| Admin fee / account holder | -$47 | $15,559-100.3% | $13,027-100.4% | $10,132-100.5% |