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 | $86,828 | $89,753-3.3% | $107,525-19.2% | $84,808+2.4% |
| Participation rate | 70.6% | 68.1%+2.5pp | 75.1%-4.5pp | 68.3%+2.3pp |
| Annual return | 18.19% | 29.48%-11.3pp | 181.32%-163.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,751 | $3,113-11.6% | $3,754-26.7% | $2,631+4.6% |
| Participant deferral / active EE | $4,399 | $4,056+8.5% | $5,116-14.0% | $4,212+4.5% |
| Admin fee / account holder | $0 | $7,222-100.0% | $8,919-100.0% | $7,344-100.0% |