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 | $31,841 | $106,515-70.1% | $96,683-67.1% | $139,434-77.2% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 28.96% | 38.43%-9.5pp | 35.69%-6.7pp | 372.94%-344.0pp |
| Employer contribution / active EE | $5,444 | $4,103+32.7% | $3,737+45.7% | $4,751+14.6% |
| Participant deferral / active EE | $8,771 | $5,454+60.8% | $4,878+79.8% | $6,710+30.7% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |