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 | $71,279 | $131,829-45.9% | $108,579-34.4% | $273,961-74.0% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.6%+10.4pp | 83.0%+7.0pp |
| Annual return | 9.19% | -91.57%+100.8pp | -51.70%+60.9pp | 41.45%-32.3pp |
| Employer contribution / active EE | $3,879 | $4,912-21.0% | $3,758+3.2% | $4,869-20.3% |
| Participant deferral / active EE | $6,852 | $5,127+33.6% | $4,311+59.0% | $5,287+29.6% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |