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 | $109,582 | $201,272-45.6% | $184,203-40.5% | $145,922-24.9% |
| Participation rate | 70.8% | 87.5%-16.7pp | 86.8%-16.0pp | 80.3%-9.4pp |
| Annual return | 16.01% | 29.00%-13.0pp | 28.81%-12.8pp | 561.29%-545.3pp |
| Employer contribution / active EE | $2,037 | $7,022-71.0% | $6,427-68.3% | $4,660-56.3% |
| Participant deferral / active EE | $5,918 | $9,806-39.6% | $9,131-35.2% | $6,688-11.5% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |