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 4-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 | $124,284 | $181,894-31.7% | $156,549-20.6% | $273,961-54.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.58% | 30.74%-24.2pp | 32.23%-25.7pp | 41.45%-34.9pp |
| Employer contribution / active EE | $4,270 | $6,248-31.7% | $5,501-22.4% | $4,869-12.3% |
| Participant deferral / active EE | $5,578 | $5,550+0.5% | $4,871+14.5% | $5,287+5.5% |
| Admin fee / account holder | $275 | $15,559-98.2% | $13,027-97.9% | $10,132-97.3% |