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 | $38,709 | $99,341-61.0% | $84,750-54.3% | $273,961-85.9% |
| Participation rate | 78.6% | 80.7%-2.1pp | 76.6%+2.0pp | 83.0%-4.4pp |
| Annual return | 7.00% | 22.93%-15.9pp | 22.78%-15.8pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,704 | $4,214-35.8% | $3,574-24.3% | $4,869-44.5% |
| Participant deferral / active EE | $4,775 | $4,269+11.9% | $3,712+28.7% | $5,287-9.7% |
| Admin fee / account holder | $2 | $6,644-100.0% | $5,332-100.0% | $10,132-100.0% |