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 | $29,271 | $99,341-70.5% | $84,750-65.5% | $273,961-89.3% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 6.08% | 22.93%-16.8pp | 22.78%-16.7pp | 41.45%-35.4pp |
| Employer contribution / active EE | $866 | $4,214-79.4% | $3,574-75.8% | $4,869-82.2% |
| Participant deferral / active EE | $8,167 | $4,269+91.3% | $3,712+120.0% | $5,287+54.5% |
| Admin fee / account holder | $202 | $6,644-97.0% | $5,332-96.2% | $10,132-98.0% |