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 | $103,980 | $127,065-18.2% | $113,168-8.1% | $142,382-27.0% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 24.80% | 24.03%+0.8pp | 24.27%+0.5pp | 217.08%-192.3pp |
| Employer contribution / active EE | $18,900 | $3,442+449.1% | $2,975+535.3% | $4,299+339.6% |
| Participant deferral / active EE | $10,212 | $5,716+78.6% | $5,107+100.0% | $6,507+56.9% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |