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 | $22,788 | $107,452-78.8% | $91,541-75.1% | $142,382-84.0% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 21.31% | 22.06%-0.7pp | 20.50%+0.8pp | 217.08%-195.8pp |
| Employer contribution / active EE | $1,674 | $2,994-44.1% | $2,505-33.2% | $4,299-61.1% |
| Participant deferral / active EE | $5,809 | $4,754+22.2% | $4,008+44.9% | $6,507-10.7% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |