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 | $57,261 | $135,952-57.9% | $123,892-53.8% | $273,961-79.1% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 7.14% | 56.63%-49.5pp | 47.52%-40.4pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,832 | $5,170-64.6% | $4,617-60.3% | $4,869-62.4% |
| Participant deferral / active EE | $6,181 | $6,343-2.6% | $5,984+3.3% | $5,287+16.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |