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 | $84,023 | $109,881-23.5% | $150,045-44.0% | $84,808-0.9% |
| Participation rate | 82.8% | 76.1%+6.7pp | 82.3%+0.4pp | 68.3%+14.4pp |
| Annual return | 24.14% | 28.25%-4.1pp | 62.55%-38.4pp | 40.90%-16.8pp |
| Employer contribution / active EE | $1,165 | $3,561-67.3% | $4,693-75.2% | $2,631-55.7% |
| Participant deferral / active EE | $4,651 | $6,636-29.9% | $7,997-41.8% | $4,212+10.4% |
| Admin fee / account holder | $173 | $8,568-98.0% | $13,435-98.7% | $7,344-97.7% |