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 | $43,160 | $197,591-78.2% | $177,821-75.7% | $158,922-72.8% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 23.60% | 58.76%-35.2pp | 48.32%-24.7pp | 302.83%-279.2pp |
| Employer contribution / active EE | $4,465 | $6,697-33.3% | $5,918-24.6% | $4,761-6.2% |
| Participant deferral / active EE | $5,851 | $8,405-30.4% | $7,714-24.2% | $5,982-2.2% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |