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 | $55,211 | $135,952-59.4% | $123,892-55.4% | $273,961-79.8% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 10.57% | 56.63%-46.1pp | 47.52%-36.9pp | 41.45%-30.9pp |
| Employer contribution / active EE | $938 | $5,170-81.9% | $4,617-79.7% | $4,869-80.7% |
| Participant deferral / active EE | $8,000 | $6,343+26.1% | $5,984+33.7% | $5,287+51.3% |
| Admin fee / account holder | $230 | $9,817-97.7% | $8,357-97.2% | $10,132-97.7% |