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 6-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 | $68,677 | $127,065-46.0% | $113,168-39.3% | $142,382-51.8% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 24.74% | 24.03%+0.7pp | 24.27%+0.5pp | 217.08%-192.3pp |
| Employer contribution / active EE | $4,261 | $3,442+23.8% | $2,975+43.2% | $4,299-0.9% |
| Participant deferral / active EE | $9,967 | $5,716+74.4% | $5,107+95.2% | $6,507+53.2% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |