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 | $128,487 | $181,894-29.4% | $156,549-17.9% | $273,961-53.1% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 6.31% | 30.74%-24.4pp | 32.23%-25.9pp | 41.45%-35.1pp |
| Employer contribution / active EE | $6,796 | $6,248+8.8% | $5,501+23.5% | $4,869+39.6% |
| Participant deferral / active EE | $6,775 | $5,550+22.1% | $4,871+39.1% | $5,287+28.1% |
| Admin fee / account holder | $248 | $15,559-98.4% | $13,027-98.1% | $10,132-97.5% |