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 | $40,272 | $99,341-59.5% | $84,750-52.5% | $273,961-85.3% |
| Participation rate | 95.7% | 80.7%+15.0pp | 76.6%+19.1pp | 83.0%+12.6pp |
| Annual return | 7.43% | 22.93%-15.5pp | 22.78%-15.3pp | 41.45%-34.0pp |
| Employer contribution / active EE | $3,769 | $4,214-10.5% | $3,574+5.5% | $4,869-22.6% |
| Participant deferral / active EE | $5,414 | $4,269+26.8% | $3,712+45.9% | $5,287+2.4% |
| Admin fee / account holder | $246 | $6,644-96.3% | $5,332-95.4% | $10,132-97.6% |