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 | $19,096 | $74,888-74.5% | $71,209-73.2% | $142,382-86.6% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 25.06% | 345.14%-320.1pp | 282.51%-257.4pp | 217.08%-192.0pp |
| Employer contribution / active EE | $3,112 | $2,854+9.0% | $2,721+14.4% | $4,299-27.6% |
| Participant deferral / active EE | $3,601 | $4,454-19.2% | $4,175-13.7% | $6,507-44.7% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |