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 | $76,555 | $153,772-50.2% | $133,980-42.9% | $273,961-72.1% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 14.33% | 36.51%-22.2pp | 29.30%-15.0pp | 41.45%-27.1pp |
| Employer contribution / active EE | $5,752 | $6,029-4.6% | $5,211+10.4% | $4,869+18.1% |
| Participant deferral / active EE | $7,196 | $6,958+3.4% | $6,282+14.5% | $5,287+36.1% |
| Admin fee / account holder | $152 | $11,765-98.7% | $9,324-98.4% | $10,132-98.5% |