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 | $95,915 | $165,335-42.0% | $149,696-35.9% | $158,922-39.6% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 16.34% | 348.15%-331.8pp | 276.60%-260.3pp | 302.83%-286.5pp |
| Employer contribution / active EE | $4,995 | $5,103-2.1% | $4,644+7.6% | $4,761+4.9% |
| Participant deferral / active EE | $9,595 | $7,181+33.6% | $6,842+40.2% | $5,982+60.4% |
| Admin fee / account holder | $258 | $10,807-97.6% | $9,309-97.2% | $11,246-97.7% |