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 | $36,781 | $181,894-79.8% | $156,549-76.5% | $273,961-86.6% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 8.06% | 30.74%-22.7pp | 32.23%-24.2pp | 41.45%-33.4pp |
| Employer contribution / active EE | $5,452 | $6,248-12.7% | $5,501-0.9% | $4,869+12.0% |
| Participant deferral / active EE | $2,178 | $5,550-60.8% | $4,871-55.3% | $5,287-58.8% |
| Admin fee / account holder | $262 | $15,559-98.3% | $13,027-98.0% | $10,132-97.4% |