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 | $33,845 | $90,503-62.6% | $78,689-57.0% | $273,961-87.6% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 19.20% | 75.60%-56.4pp | 62.18%-43.0pp | 41.45%-22.3pp |
| Employer contribution / active EE | $11,583 | $3,176+264.7% | $2,851+306.3% | $4,869+137.9% |
| Participant deferral / active EE | $10,195 | $3,901+161.3% | $3,517+189.9% | $5,287+92.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |