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 | $107,041 | $106,515+0.5% | $96,683+10.7% | $139,434-23.2% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 16.69% | 38.43%-21.7pp | 35.69%-19.0pp | 372.94%-356.3pp |
| Employer contribution / active EE | $2,251 | $4,103-45.1% | $3,737-39.8% | $4,751-52.6% |
| Participant deferral / active EE | $5,128 | $5,454-6.0% | $4,878+5.1% | $6,710-23.6% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |