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 | $67,266 | $135,952-50.5% | $123,892-45.7% | $273,961-75.4% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 6.39% | 56.63%-50.2pp | 47.52%-41.1pp | 41.45%-35.1pp |
| Employer contribution / active EE | $4,635 | $5,170-10.3% | $4,617+0.4% | $4,869-4.8% |
| Participant deferral / active EE | $5,103 | $6,343-19.6% | $5,984-14.7% | $5,287-3.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |