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 | $65,690 | $153,772-57.3% | $133,980-51.0% | $273,961-76.0% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.1%+5.2pp | 83.0%+9.3pp |
| Annual return | 7.92% | 36.51%-28.6pp | 29.30%-21.4pp | 41.45%-33.5pp |
| Employer contribution / active EE | $2,274 | $6,029-62.3% | $5,211-56.4% | $4,869-53.3% |
| Participant deferral / active EE | $3,379 | $6,958-51.4% | $6,282-46.2% | $5,287-36.1% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |