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 | $39,403 | $153,772-74.4% | $133,980-70.6% | $273,961-85.6% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 7.35% | 36.51%-29.2pp | 29.30%-21.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $3,898 | $6,029-35.3% | $5,211-25.2% | $4,869-19.9% |
| Participant deferral / active EE | $11,968 | $6,958+72.0% | $6,282+90.5% | $5,287+126.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |