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 5-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 | $40,408 | $106,515-62.1% | $96,683-58.2% | $139,434-71.0% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 14.53% | 38.43%-23.9pp | 35.69%-21.2pp | 372.94%-358.4pp |
| Employer contribution / active EE | $1,014 | $4,103-75.3% | $3,737-72.9% | $4,751-78.7% |
| Participant deferral / active EE | $12,886 | $5,454+136.3% | $4,878+164.2% | $6,710+92.0% |
| Admin fee / account holder | -$261 | $7,877-103.3% | $6,730-103.9% | $11,403-102.3% |