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 | $93,334 | $163,101-42.8% | $136,749-31.7% | $142,382-34.4% |
| Participation rate | 94.4% | 78.2%+16.2pp | 72.1%+22.3pp | 80.1%+14.3pp |
| Annual return | 18.97% | 27.54%-8.6pp | 24.33%-5.4pp | 217.08%-198.1pp |
| Employer contribution / active EE | $3,602 | $4,117-12.5% | $3,400+5.9% | $4,299-16.2% |
| Participant deferral / active EE | $8,833 | $5,585+58.2% | $4,692+88.3% | $6,507+35.7% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |