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 6-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 | $12,796 | $69,207-81.5% | $64,056-80.0% | $139,434-90.8% |
| Participation rate | 83.3% | 75.6%+7.7pp | 72.3%+11.0pp | 80.3%+3.0pp |
| Annual return | 36.19% | 45.88%-9.7pp | 33.69%+2.5pp | 372.94%-336.8pp |
| Employer contribution / active EE | $1,806 | $3,182-43.2% | $2,747-34.2% | $4,751-62.0% |
| Participant deferral / active EE | $5,603 | $4,682+19.7% | $3,880+44.4% | $6,710-16.5% |
| Admin fee / account holder | $117 | $4,244-97.2% | $3,068-96.2% | $11,403-99.0% |