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 | $108,943 | $97,044+12.3% | $83,333+30.7% | $135,375-19.5% |
| Participation rate | 88.2% | 80.4%+7.8pp | 77.8%+10.5pp | 82.6%+5.6pp |
| Annual return | 14.23% | 12.31%+1.9pp | 10.63%+3.6pp | 519.73%-505.5pp |
| Employer contribution / active EE | $3,016 | $4,143-27.2% | $3,379-10.7% | $4,779-36.9% |
| Participant deferral / active EE | $6,103 | $5,964+2.3% | $5,565+9.7% | $5,609+8.8% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |