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 7-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 | $86,082 | $127,065-32.3% | $113,168-23.9% | $142,382-39.5% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 21.84% | 24.03%-2.2pp | 24.27%-2.4pp | 217.08%-195.2pp |
| Employer contribution / active EE | $2,507 | $3,442-27.2% | $2,975-15.7% | $4,299-41.7% |
| Participant deferral / active EE | $7,353 | $5,716+28.6% | $5,107+44.0% | $6,507+13.0% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |