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 | $66,738 | $165,335-59.6% | $149,696-55.4% | $158,922-58.0% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 18.91% | 348.15%-329.2pp | 276.60%-257.7pp | 302.83%-283.9pp |
| Employer contribution / active EE | $2,324 | $5,103-54.5% | $4,644-50.0% | $4,761-51.2% |
| Participant deferral / active EE | $6,425 | $7,181-10.5% | $6,842-6.1% | $5,982+7.4% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |