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 | $52,648 | $214,378-75.4% | $200,582-73.8% | $142,382-63.0% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 16.06% | 46.41%-30.3pp | 42.33%-26.3pp | 217.08%-201.0pp |
| Employer contribution / active EE | $4,425 | $6,841-35.3% | $6,419-31.1% | $4,299+2.9% |
| Participant deferral / active EE | $4,544 | $9,865-53.9% | $9,331-51.3% | $6,507-30.2% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |