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 4-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 | $12,830 | $106,515-88.0% | $96,683-86.7% | $139,434-90.8% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 32.42% | 38.43%-6.0pp | 35.69%-3.3pp | 372.94%-340.5pp |
| Employer contribution / active EE | $2,340 | $4,103-43.0% | $3,737-37.4% | $4,751-50.7% |
| Participant deferral / active EE | $3,498 | $5,454-35.9% | $4,878-28.3% | $6,710-47.9% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |