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 | $119,312 | $163,687-27.1% | $108,745+9.7% | $273,961-56.4% |
| Participation rate | 90.0% | 82.3%+7.7pp | 77.7%+12.3pp | 83.0%+7.0pp |
| Annual return | 10.01% | 31.16%-21.2pp | 46.22%-36.2pp | 41.45%-31.4pp |
| Employer contribution / active EE | $2,697 | $4,711-42.8% | $3,323-18.8% | $4,869-44.6% |
| Participant deferral / active EE | $8,718 | $7,155+21.8% | $5,121+70.2% | $5,287+64.9% |
| Admin fee / account holder | $0 | $12,890-100.0% | $6,144-100.0% | $10,132-100.0% |