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 | $101,107 | $228,332-55.7% | $185,823-45.6% | $158,922-36.4% |
| Participation rate | 70.0% | 82.3%-12.3pp | 78.0%-8.0pp | 82.0%-12.0pp |
| Annual return | 13.94% | 40.80%-26.9pp | 35.95%-22.0pp | 302.83%-288.9pp |
| Employer contribution / active EE | $2,719 | $4,967-45.3% | $4,087-33.5% | $4,761-42.9% |
| Participant deferral / active EE | $5,037 | $6,415-21.5% | $5,632-10.6% | $5,982-15.8% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |