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 | $37,905 | $153,772-75.4% | $133,980-71.7% | $273,961-86.2% |
| Participation rate | 76.5% | 88.4%-11.9pp | 87.1%-10.6pp | 83.0%-6.5pp |
| Annual return | 7.04% | 36.51%-29.5pp | 29.30%-22.3pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,735 | $6,029-71.2% | $5,211-66.7% | $4,869-64.4% |
| Participant deferral / active EE | $2,760 | $6,958-60.3% | $6,282-56.1% | $5,287-47.8% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |