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 5-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 | $50,523 | $201,272-74.9% | $184,203-72.6% | $145,922-65.4% |
| Participation rate | 92.3% | 87.5%+4.8pp | 86.8%+5.5pp | 80.3%+12.0pp |
| Annual return | 20.85% | 29.00%-8.2pp | 28.81%-8.0pp | 561.29%-540.4pp |
| Employer contribution / active EE | $6,239 | $7,022-11.1% | $6,427-2.9% | $4,660+33.9% |
| Participant deferral / active EE | $13,663 | $9,806+39.3% | $9,131+49.6% | $6,688+104.3% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |