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 10-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 | $50,459 | $92,222-45.3% | $76,768-34.3% | $135,375-62.7% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | 3.66% | 5.46%-1.8pp | 2.43%+1.2pp | 519.73%-516.1pp |
| Employer contribution / active EE | $2,962 | $3,216-7.9% | $2,485+19.2% | $4,779-38.0% |
| Participant deferral / active EE | $5,845 | $4,509+29.6% | $3,852+51.8% | $5,609+4.2% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |