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 8-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 | $50,929 | $181,894-72.0% | $156,549-67.5% | $273,961-81.4% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 8.76% | 30.74%-22.0pp | 32.23%-23.5pp | 41.45%-32.7pp |
| Employer contribution / active EE | $1,533 | $6,248-75.5% | $5,501-72.1% | $4,869-68.5% |
| Participant deferral / active EE | $6,691 | $5,550+20.6% | $4,871+37.4% | $5,287+26.5% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |