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 | $70,419 | $117,983-40.3% | $101,794-30.8% | $142,382-50.5% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.2%+8.6pp | 80.1%-2.3pp |
| Annual return | 19.05% | 36.92%-17.9pp | 30.53%-11.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,201 | $2,773-20.6% | $2,289-3.8% | $4,299-48.8% |
| Participant deferral / active EE | $4,622 | $4,714-1.9% | $4,084+13.2% | $6,507-29.0% |
| Admin fee / account holder | $5 | $10,433-100.0% | $8,777-99.9% | $12,624-100.0% |