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 | $65,875 | $153,772-57.2% | $133,980-50.8% | $273,961-76.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.21% | 36.51%-25.3pp | 29.30%-18.1pp | 41.45%-30.2pp |
| Employer contribution / active EE | $5,074 | $6,029-15.8% | $5,211-2.6% | $4,869+4.2% |
| Participant deferral / active EE | $12,018 | $6,958+72.7% | $6,282+91.3% | $5,287+127.3% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |