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 | $70,516 | $65,365+7.9% | $92,893-24.1% | $72,985-3.4% |
| Participation rate | 75.8% | 68.3%+7.4pp | 76.0%-0.2pp | 69.5%+6.3pp |
| Annual return | 23.49% | 42.10%-18.6pp | 109.41%-85.9pp | 81.00%-57.5pp |
| Employer contribution / active EE | $3,345 | $2,594+28.9% | $3,653-8.4% | $2,440+37.1% |
| Participant deferral / active EE | $2,007 | $3,128-35.8% | $4,236-52.6% | $3,607-44.4% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,794-100.0% | $5,124-100.0% |