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 | $109,984 | $107,452+2.4% | $91,541+20.1% | $142,382-22.8% |
| Participation rate | 77.8% | 75.1%+2.7pp | 69.8%+8.0pp | 80.1%-2.3pp |
| Annual return | 17.61% | 22.06%-4.4pp | 20.50%-2.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,110 | $2,994+3.9% | $2,505+24.2% | $4,299-27.7% |
| Participant deferral / active EE | $6,138 | $4,754+29.1% | $4,008+53.2% | $6,507-5.7% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |