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 6-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 | $20,718 | $163,101-87.3% | $136,749-84.8% | $142,382-85.4% |
| Participation rate | 78.6% | 78.2%+0.3pp | 72.1%+6.4pp | 80.1%-1.5pp |
| Annual return | 19.93% | 27.54%-7.6pp | 24.33%-4.4pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,893 | $4,117-54.0% | $3,400-44.3% | $4,299-56.0% |
| Participant deferral / active EE | $2,642 | $5,585-52.7% | $4,692-43.7% | $6,507-59.4% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |