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 | $42,088 | $90,503-53.5% | $78,689-46.5% | $273,961-84.6% |
| Participation rate | 83.3% | 76.5%+6.8pp | 73.6%+9.8pp | 83.0%+0.3pp |
| Annual return | 6.29% | 75.60%-69.3pp | 62.18%-55.9pp | 41.45%-35.2pp |
| Employer contribution / active EE | $0 | $3,176-100.0% | $2,851-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,364 | $3,901+63.1% | $3,517+81.0% | $5,287+20.4% |
| Admin fee / account holder | $271 | $5,263-94.9% | $4,510-94.0% | $10,132-97.3% |