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 | $136,647 | $153,772-11.1% | $133,980+2.0% | $273,961-50.1% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.1%+2.9pp | 83.0%+7.0pp |
| Annual return | 9.45% | 36.51%-27.1pp | 29.30%-19.8pp | 41.45%-32.0pp |
| Employer contribution / active EE | $2,486 | $6,029-58.8% | $5,211-52.3% | $4,869-48.9% |
| Participant deferral / active EE | $6,476 | $6,958-6.9% | $6,282+3.1% | $5,287+22.5% |
| Admin fee / account holder | $22 | $11,765-99.8% | $9,324-99.8% | $10,132-99.8% |