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 | $42,929 | $104,251-58.8% | $91,001-52.8% | $147,584-70.9% |
| Participation rate | 77.8% | 78.2%-0.5pp | 75.6%+2.2pp | 82.8%-5.1pp |
| Annual return | 17.94% | 27.06%-9.1pp | 4.60%+13.3pp | 578.55%-560.6pp |
| Employer contribution / active EE | $2,859 | $3,116-8.2% | $2,456+16.4% | $4,876-41.4% |
| Participant deferral / active EE | $5,603 | $4,195+33.6% | $3,547+58.0% | $5,439+3.0% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |