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 | $63,900 | $114,381-44.1% | $107,525-40.6% | $142,382-55.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 14.76% | 242.71%-227.9pp | 181.32%-166.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $4,065 | $4,015+1.3% | $3,754+8.3% | $4,299-5.4% |
| Participant deferral / active EE | $8,470 | $5,564+52.2% | $5,116+65.6% | $6,507+30.2% |
| Admin fee / account holder | $53 | $9,860-99.5% | $8,919-99.4% | $12,624-99.6% |