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 8-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 | $61,544 | $106,515-42.2% | $96,683-36.3% | $139,434-55.9% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.3%-2.9pp | 80.3%-8.9pp |
| Annual return | 21.40% | 38.43%-17.0pp | 35.69%-14.3pp | 372.94%-351.5pp |
| Employer contribution / active EE | $3,727 | $4,103-9.2% | $3,737-0.3% | $4,751-21.6% |
| Participant deferral / active EE | $4,455 | $5,454-18.3% | $4,878-8.7% | $6,710-33.6% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |