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 | $39,055 | $135,952-71.3% | $123,892-68.5% | $273,961-85.7% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 14.14% | 56.63%-42.5pp | 47.52%-33.4pp | 41.45%-27.3pp |
| Employer contribution / active EE | $3,094 | $5,170-40.2% | $4,617-33.0% | $4,869-36.5% |
| Participant deferral / active EE | $7,846 | $6,343+23.7% | $5,984+31.1% | $5,287+48.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |