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 | $85,740 | $72,277+18.6% | $101,248-15.3% | $79,858+7.4% |
| Participation rate | 80.6% | 68.5%+12.2pp | 75.8%+4.8pp | 69.6%+11.0pp |
| Annual return | 17.52% | 22.30%-4.8pp | 46.47%-29.0pp | 31.71%-14.2pp |
| Employer contribution / active EE | $2,762 | $2,692+2.6% | $3,660-24.5% | $2,471+11.8% |
| Participant deferral / active EE | $2,412 | $3,282-26.5% | $4,370-44.8% | $3,740-35.5% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |