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 | $22,058 | $99,341-77.8% | $84,750-74.0% | $273,961-91.9% |
| Participation rate | 84.6% | 80.7%+3.9pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 17.29% | 22.93%-5.6pp | 22.78%-5.5pp | 41.45%-24.2pp |
| Employer contribution / active EE | $4,606 | $4,214+9.3% | $3,574+28.9% | $4,869-5.4% |
| Participant deferral / active EE | $4,525 | $4,269+6.0% | $3,712+21.9% | $5,287-14.4% |
| Admin fee / account holder | $0 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |