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 | $75,918 | $127,065-40.3% | $113,168-32.9% | $142,382-46.7% |
| Participation rate | 76.5% | 79.2%-2.7pp | 76.6%-0.1pp | 80.1%-3.6pp |
| Annual return | 15.43% | 24.03%-8.6pp | 24.27%-8.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $7,854 | $5,716+37.4% | $5,107+53.8% | $6,507+20.7% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |