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 | $79,704 | $153,772-48.2% | $133,980-40.5% | $273,961-70.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.70% | 36.51%-26.8pp | 29.30%-19.6pp | 41.45%-31.7pp |
| Employer contribution / active EE | $6,310 | $6,029+4.7% | $5,211+21.1% | $4,869+29.6% |
| Participant deferral / active EE | $7,430 | $6,958+6.8% | $6,282+18.3% | $5,287+40.5% |
| Admin fee / account holder | $68 | $11,765-99.4% | $9,324-99.3% | $10,132-99.3% |