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 | $67,980 | $131,829-48.4% | $108,579-37.4% | $273,961-75.2% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.6%+6.1pp | 83.0%+2.7pp |
| Annual return | 7.94% | -91.57%+99.5pp | -51.70%+59.6pp | 41.45%-33.5pp |
| Employer contribution / active EE | $2,020 | $4,912-58.9% | $3,758-46.2% | $4,869-58.5% |
| Participant deferral / active EE | $5,474 | $5,127+6.8% | $4,311+27.0% | $5,287+3.5% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |