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 | $72,248 | $118,450-39.0% | $98,439-26.6% | $139,434-48.2% |
| Participation rate | 80.0% | 77.4%+2.6pp | 75.2%+4.8pp | 80.3%-0.3pp |
| Annual return | 17.31% | 18.94%-1.6pp | 21.16%-3.8pp | 372.94%-355.6pp |
| Employer contribution / active EE | $2,279 | $3,609-36.9% | $3,048-25.2% | $4,751-52.0% |
| Participant deferral / active EE | $6,399 | $5,392+18.7% | $4,738+35.1% | $6,710-4.6% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |