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 | $69,033 | $238,490-71.1% | $180,183-61.7% | $142,382-51.5% |
| Participation rate | 76.5% | 82.3%-5.8pp | 77.4%-1.0pp | 80.1%-3.6pp |
| Annual return | 18.39% | 33.56%-15.2pp | 27.86%-9.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,791 | $6,143-70.8% | $5,039-64.5% | $4,299-58.3% |
| Participant deferral / active EE | $4,672 | $7,996-41.6% | $6,822-31.5% | $6,507-28.2% |
| Admin fee / account holder | $0 | $28,866-100.0% | $19,975-100.0% | $12,624-100.0% |