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 | $116,571 | $96,557+20.7% | $80,975+44.0% | $273,961-57.4% |
| Participation rate | 73.9% | 79.1%-5.2pp | 75.8%-1.9pp | 83.0%-9.1pp |
| Annual return | 5.27% | 15.14%-9.9pp | 17.10%-11.8pp | 41.45%-36.2pp |
| Employer contribution / active EE | $0 | $4,868-100.0% | $3,714-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,718 | $6,598-58.8% | $5,696-52.3% | $5,287-48.6% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |