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 | $114,011 | $154,117-26.0% | $129,995-12.3% | $139,434-18.2% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 19.37% | 32.48%-13.1pp | -137.18%+156.6pp | 372.94%-353.6pp |
| Employer contribution / active EE | $4,224 | $5,289-20.1% | $4,320-2.2% | $4,751-11.1% |
| Participant deferral / active EE | $6,504 | $6,710-3.1% | $5,820+11.7% | $6,710-3.1% |
| Admin fee / account holder | $0 | $14,007-100.0% | $10,614-100.0% | $11,403-100.0% |