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 | $112,146 | $149,734-25.1% | $118,925-5.7% | $158,922-29.4% |
| Participation rate | 77.8% | 82.1%-4.3pp | 75.4%+2.4pp | 82.0%-4.2pp |
| Annual return | 22.33% | 19.95%+2.4pp | 35.88%-13.6pp | 302.83%-280.5pp |
| Employer contribution / active EE | $2,932 | $4,115-28.8% | $3,263-10.1% | $4,761-38.4% |
| Participant deferral / active EE | $4,637 | $5,223-11.2% | $4,265+8.7% | $5,982-22.5% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |