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 | $65,884 | $107,934-39.0% | $91,989-28.4% | $152,861-56.9% |
| Participation rate | 94.1% | 81.2%+12.9pp | 78.6%+15.5pp | 82.4%+11.7pp |
| Annual return | 24.80% | 89.24%-64.4pp | 69.02%-44.2pp | 345.32%-320.5pp |
| Employer contribution / active EE | $4,250 | $4,210+0.9% | $3,452+23.1% | $4,762-10.8% |
| Participant deferral / active EE | $6,644 | $6,364+4.4% | $5,923+12.2% | $5,850+13.6% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |