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 | $56,843 | $106,515-46.6% | $96,683-41.2% | $139,434-59.2% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 31.19% | 38.43%-7.2pp | 35.69%-4.5pp | 372.94%-341.7pp |
| Employer contribution / active EE | $12,935 | $4,103+215.3% | $3,737+246.1% | $4,751+172.3% |
| Participant deferral / active EE | $11,485 | $5,454+110.6% | $4,878+135.4% | $6,710+71.2% |
| Admin fee / account holder | $300 | $7,877-96.2% | $6,730-95.5% | $11,403-97.4% |