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 | $55,302 | $131,829-58.1% | $108,579-49.1% | $273,961-79.8% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.6%+2.2pp | 83.0%-1.2pp |
| Annual return | 6.24% | -91.57%+97.8pp | -51.70%+57.9pp | 41.45%-35.2pp |
| Employer contribution / active EE | $1,677 | $4,912-65.9% | $3,758-55.4% | $4,869-65.5% |
| Participant deferral / active EE | $3,355 | $5,127-34.6% | $4,311-22.2% | $5,287-36.5% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |