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 | $73,313 | $153,772-52.3% | $133,980-45.3% | $273,961-73.2% |
| Participation rate | 94.4% | 88.4%+6.1pp | 87.1%+7.4pp | 83.0%+11.4pp |
| Annual return | 7.99% | 36.51%-28.5pp | 29.30%-21.3pp | 41.45%-33.5pp |
| Employer contribution / active EE | $4,208 | $6,029-30.2% | $5,211-19.2% | $4,869-13.6% |
| Participant deferral / active EE | $3,094 | $6,958-55.5% | $6,282-50.8% | $5,287-41.5% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |