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 | $68,771 | $81,208-15.3% | $98,907-30.5% | $79,858-13.9% |
| Participation rate | 80.0% | 72.5%+7.5pp | 76.0%+4.0pp | 69.6%+10.4pp |
| Annual return | 15.36% | 60.99%-45.6pp | 196.43%-181.1pp | 31.71%-16.4pp |
| Employer contribution / active EE | $2,780 | $1,960+41.8% | $2,689+3.4% | $2,471+12.5% |
| Participant deferral / active EE | $3,859 | $3,265+18.2% | $4,244-9.1% | $3,740+3.2% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,642-100.0% | $5,306-100.0% |