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 | $53,808 | $135,952-60.4% | $123,892-56.6% | $273,961-80.4% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 5.48% | 56.63%-51.1pp | 47.52%-42.0pp | 41.45%-36.0pp |
| Employer contribution / active EE | $4,077 | $5,170-21.1% | $4,617-11.7% | $4,869-16.3% |
| Participant deferral / active EE | $9,014 | $6,343+42.1% | $5,984+50.6% | $5,287+70.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |