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 | $67,899 | $110,257-38.4% | $96,544-29.7% | $139,434-51.3% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 16.29% | 26.32%-10.0pp | 25.84%-9.5pp | 372.94%-356.6pp |
| Employer contribution / active EE | $2,928 | $3,620-19.1% | $2,965-1.3% | $4,751-38.4% |
| Participant deferral / active EE | $6,088 | $5,548+9.7% | $4,851+25.5% | $6,710-9.3% |
| Admin fee / account holder | $19 | $11,591-99.8% | $8,252-99.8% | $11,403-99.8% |