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 | $39,682 | $72,492-45.3% | $87,100-54.4% | $72,985-45.6% |
| Participation rate | 96.8% | 72.8%+24.0pp | 76.9%+19.9pp | 69.5%+27.3pp |
| Annual return | 24.01% | 24.46%-0.4pp | 28.19%-4.2pp | 81.00%-57.0pp |
| Employer contribution / active EE | $1,650 | $1,894-12.9% | $2,521-34.6% | $2,440-32.4% |
| Participant deferral / active EE | $3,102 | $3,270-5.1% | $4,049-23.4% | $3,607-14.0% |
| Admin fee / account holder | $0 | $5,055-100.0% | $7,497-100.0% | $5,124-100.0% |