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 | $23,466 | $135,952-82.7% | $123,892-81.1% | $273,961-91.4% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 15.53% | 56.63%-41.1pp | 47.52%-32.0pp | 41.45%-25.9pp |
| Employer contribution / active EE | $4,570 | $5,170-11.6% | $4,617-1.0% | $4,869-6.1% |
| Participant deferral / active EE | $7,333 | $6,343+15.6% | $5,984+22.5% | $5,287+38.7% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |