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 | $146,051 | $181,894-19.7% | $156,549-6.7% | $273,961-46.7% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 19.82% | 30.74%-10.9pp | 32.23%-12.4pp | 41.45%-21.6pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,918 | $5,550+6.6% | $4,871+21.5% | $5,287+11.9% |
| Admin fee / account holder | $82 | $15,559-99.5% | $13,027-99.4% | $10,132-99.2% |