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 4-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 | $55,536 | $127,065-56.3% | $113,168-50.9% | $142,382-61.0% |
| Participation rate | 92.9% | 79.2%+13.7pp | 76.6%+16.3pp | 80.1%+12.7pp |
| Annual return | 14.80% | 24.03%-9.2pp | 24.27%-9.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,746 | $3,442-20.2% | $2,975-7.7% | $4,299-36.1% |
| Participant deferral / active EE | $5,517 | $5,716-3.5% | $5,107+8.0% | $6,507-15.2% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |