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 9-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 | $27,846 | $107,334-74.1% | $92,893-70.0% | $152,861-81.8% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 13.86% | 145.58%-131.7pp | 109.41%-95.6pp | 345.32%-331.5pp |
| Employer contribution / active EE | $1,826 | $4,221-56.7% | $3,653-50.0% | $4,762-61.7% |
| Participant deferral / active EE | $5,465 | $4,845+12.8% | $4,236+29.0% | $5,850-6.6% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |