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 | $71,484 | $132,239-45.9% | $105,722-32.4% | $273,961-73.9% |
| Participation rate | 84.2% | 83.2%+1.0pp | 78.9%+5.3pp | 83.0%+1.2pp |
| Annual return | 15.79% | 10.07%+5.7pp | 12.25%+3.5pp | 41.45%-25.7pp |
| Employer contribution / active EE | $9,383 | $4,867+92.8% | $4,079+130.0% | $4,869+92.7% |
| Participant deferral / active EE | $11,571 | $6,233+85.6% | $5,326+117.3% | $5,287+118.9% |
| Admin fee / account holder | $65 | $12,032-99.5% | $8,308-99.2% | $10,132-99.4% |