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 | $34,044 | $105,630-67.8% | $87,507-61.1% | $273,961-87.6% |
| Participation rate | 83.3% | 78.2%+5.1pp | 73.8%+9.5pp | 83.0%+0.3pp |
| Annual return | 7.56% | 12.25%-4.7pp | 12.21%-4.7pp | 41.45%-33.9pp |
| Employer contribution / active EE | $626 | $3,141-80.1% | $2,550-75.5% | $4,869-87.1% |
| Participant deferral / active EE | $3,101 | $3,601-13.9% | $3,149-1.5% | $5,287-41.3% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |