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 | $44,546 | $54,705-18.6% | $71,209-37.4% | $84,808-47.5% |
| Participation rate | 84.0% | 64.1%+19.9pp | 73.8%+10.2pp | 68.3%+15.7pp |
| Annual return | 19.73% | 35.90%-16.2pp | 282.51%-262.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $2,038 | $2,158-5.6% | $2,721-25.1% | $2,631-22.6% |
| Participant deferral / active EE | $7,357 | $3,030+142.8% | $4,175+76.2% | $4,212+74.7% |
| Admin fee / account holder | $0 | $4,863-100.0% | $5,349-100.0% | $7,344-100.0% |