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 | $50,239 | $215,361-76.7% | $171,082-70.6% | $273,961-81.7% |
| Participation rate | 80.0% | 82.0%-2.0pp | 76.7%+3.3pp | 83.0%-3.0pp |
| Annual return | 5.70% | 25.14%-19.4pp | 32.56%-26.9pp | 41.45%-35.8pp |
| Employer contribution / active EE | $1,447 | $4,967-70.9% | $4,002-63.8% | $4,869-70.3% |
| Participant deferral / active EE | $1,776 | $5,543-68.0% | $4,797-63.0% | $5,287-66.4% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,132-100.0% |