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 | $80,625 | $76,367+5.6% | $93,606-13.9% | $72,985+10.5% |
| Participation rate | 77.8% | 71.7%+6.0pp | 75.8%+1.9pp | 69.5%+8.3pp |
| Annual return | 17.97% | 25.82%-7.8pp | 32.76%-14.8pp | 81.00%-63.0pp |
| Employer contribution / active EE | $510 | $2,275-77.6% | $2,718-81.2% | $2,440-79.1% |
| Participant deferral / active EE | $2,493 | $3,538-29.5% | $4,069-38.7% | $3,607-30.9% |
| Admin fee / account holder | $0 | $6,838-100.0% | $7,888-100.0% | $5,124-100.0% |