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 | $42,408 | $118,680-64.3% | $98,907-57.1% | $158,922-73.3% |
| Participation rate | 78.6% | 77.8%+0.7pp | 76.0%+2.5pp | 82.0%-3.4pp |
| Annual return | 21.52% | 372.35%-350.8pp | 196.43%-174.9pp | 302.83%-281.3pp |
| Employer contribution / active EE | $1,896 | $3,333-43.1% | $2,689-29.5% | $4,761-60.2% |
| Participant deferral / active EE | $5,343 | $5,088+5.0% | $4,244+25.9% | $5,982-10.7% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |