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 | $53,187 | $135,952-60.9% | $123,892-57.1% | $273,961-80.6% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 6.98% | 56.63%-49.6pp | 47.52%-40.5pp | 41.45%-34.5pp |
| Employer contribution / active EE | $2,279 | $5,170-55.9% | $4,617-50.6% | $4,869-53.2% |
| Participant deferral / active EE | $4,835 | $6,343-23.8% | $5,984-19.2% | $5,287-8.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |