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 | $75,346 | $149,734-49.7% | $118,925-36.6% | $158,922-52.6% |
| Participation rate | 87.5% | 82.1%+5.4pp | 75.4%+12.1pp | 82.0%+5.5pp |
| Annual return | 21.31% | 19.95%+1.4pp | 35.88%-14.6pp | 302.83%-281.5pp |
| Employer contribution / active EE | $4,327 | $4,115+5.1% | $3,263+32.6% | $4,761-9.1% |
| Participant deferral / active EE | $8,707 | $5,223+66.7% | $4,265+104.2% | $5,982+45.6% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |