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 | $20,860 | $58,851-64.6% | $115,157-81.9% | $72,985-71.4% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 31.27% | 23.16%+8.1pp | 35.60%-4.3pp | 81.00%-49.7pp |
| Employer contribution / active EE | $2,281 | $1,798+26.9% | $3,179-28.2% | $2,440-6.5% |
| Participant deferral / active EE | $4,796 | $2,643+81.5% | $4,168+15.0% | $3,607+32.9% |
| Admin fee / account holder | $0 | $6,370-100.0% | $7,088-100.0% | $5,124-100.0% |