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 | $42,217 | $132,239-68.1% | $105,722-60.1% | $273,961-84.6% |
| Participation rate | 85.7% | 83.2%+2.5pp | 78.9%+6.8pp | 83.0%+2.7pp |
| Annual return | 9.01% | 10.07%-1.1pp | 12.25%-3.2pp | 41.45%-32.4pp |
| Employer contribution / active EE | $1,304 | $4,867-73.2% | $4,079-68.0% | $4,869-73.2% |
| Participant deferral / active EE | $4,580 | $6,233-26.5% | $5,326-14.0% | $5,287-13.4% |
| Admin fee / account holder | $8 | $12,032-99.9% | $8,308-99.9% | $10,132-99.9% |