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 | $40,872 | $135,952-69.9% | $123,892-67.0% | $273,961-85.1% |
| Participation rate | 89.5% | 84.1%+5.4pp | 81.4%+8.1pp | 83.0%+6.5pp |
| Annual return | 6.61% | 56.63%-50.0pp | 47.52%-40.9pp | 41.45%-34.8pp |
| Employer contribution / active EE | $2,403 | $5,170-53.5% | $4,617-47.9% | $4,869-50.6% |
| Participant deferral / active EE | $5,010 | $6,343-21.0% | $5,984-16.3% | $5,287-5.2% |
| Admin fee / account holder | $279 | $9,817-97.2% | $8,357-96.7% | $10,132-97.2% |