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 | $19,462 | $53,596-63.7% | $90,645-78.5% | $64,186-69.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | 13.11% | 4.41%+8.7pp | 1.88%+11.2pp | 7.63%+5.5pp |
| Employer contribution / active EE | $1,621 | $1,503+7.9% | $2,532-36.0% | $2,381-31.9% |
| Participant deferral / active EE | $3,145 | $2,459+27.9% | $3,425-8.2% | $3,470-9.3% |
| Admin fee / account holder | $0 | $3,868-100.0% | $4,994-100.0% | $4,888-100.0% |