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 | $23,604 | $81,460-71.0% | $103,333-77.2% | $80,856-70.8% |
| Participation rate | 78.1% | 66.8%+11.3pp | 74.5%+3.6pp | 67.6%+10.5pp |
| Annual return | 10.59% | 25.55%-15.0pp | 24.88%-14.3pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,099 | $3,105-32.4% | $3,868-45.7% | $2,755-23.8% |
| Participant deferral / active EE | $3,016 | $3,869-22.0% | $5,057-40.4% | $4,296-29.8% |
| Admin fee / account holder | $0 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |