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 | $68,700 | $127,065-45.9% | $113,168-39.3% | $142,382-51.7% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 15.50% | 24.03%-8.5pp | 24.27%-8.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,987 | $3,442-42.3% | $2,975-33.2% | $4,299-53.8% |
| Participant deferral / active EE | $4,090 | $5,716-28.4% | $5,107-19.9% | $6,507-37.1% |
| Admin fee / account holder | $276 | $15,736-98.2% | $12,068-97.7% | $12,624-97.8% |