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 | $30,427 | $135,952-77.6% | $123,892-75.4% | $273,961-88.9% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 10.99% | 56.63%-45.6pp | 47.52%-36.5pp | 41.45%-30.5pp |
| Employer contribution / active EE | $2,983 | $5,170-42.3% | $4,617-35.4% | $4,869-38.7% |
| Participant deferral / active EE | $7,131 | $6,343+12.4% | $5,984+19.2% | $5,287+34.9% |
| Admin fee / account holder | $3 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |