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 | $111,505 | $111,301+0.2% | $112,977-1.3% | $158,922-29.8% |
| Participation rate | 81.8% | 83.5%-1.7pp | 82.6%-0.7pp | 82.0%-0.1pp |
| Annual return | 24.08% | 26.40%-2.3pp | 24.24%-0.2pp | 302.83%-278.7pp |
| Employer contribution / active EE | $1,619 | $4,471-63.8% | $4,255-62.0% | $4,761-66.0% |
| Participant deferral / active EE | $4,375 | $5,880-25.6% | $5,836-25.0% | $5,982-26.9% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,294-100.0% | $11,246-100.0% |