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 3-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 | $52,097 | $107,452-51.5% | $91,541-43.1% | $142,382-63.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.58% | 22.06%-0.5pp | 20.50%+1.1pp | 217.08%-195.5pp |
| Employer contribution / active EE | $3,762 | $2,994+25.6% | $2,505+50.2% | $4,299-12.5% |
| Participant deferral / active EE | $11,024 | $4,754+131.9% | $4,008+175.1% | $6,507+69.4% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |