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 | $104,834 | $153,772-31.8% | $133,980-21.8% | $273,961-61.7% |
| Participation rate | 76.5% | 88.4%-11.9pp | 87.1%-10.6pp | 83.0%-6.5pp |
| Annual return | 5.31% | 36.51%-31.2pp | 29.30%-24.0pp | 41.45%-36.1pp |
| Employer contribution / active EE | $1,327 | $6,029-78.0% | $5,211-74.5% | $4,869-72.7% |
| Participant deferral / active EE | $2,742 | $6,958-60.6% | $6,282-56.4% | $5,287-48.1% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |