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 | $29,537 | $99,341-70.3% | $84,750-65.1% | $273,961-89.2% |
| Participation rate | 77.8% | 80.7%-2.9pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 8.09% | 22.93%-14.8pp | 22.78%-14.7pp | 41.45%-33.4pp |
| Employer contribution / active EE | $1,575 | $4,214-62.6% | $3,574-55.9% | $4,869-67.7% |
| Participant deferral / active EE | $1,958 | $4,269-54.1% | $3,712-47.2% | $5,287-63.0% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |