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 | $52,110 | $181,894-71.4% | $156,549-66.7% | $273,961-81.0% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 22.40% | 30.74%-8.3pp | 32.23%-9.8pp | 41.45%-19.0pp |
| Employer contribution / active EE | $4,335 | $6,248-30.6% | $5,501-21.2% | $4,869-11.0% |
| Participant deferral / active EE | $4,800 | $5,550-13.5% | $4,871-1.5% | $5,287-9.2% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |