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 | $53,469 | $127,065-57.9% | $113,168-52.8% | $142,382-62.4% |
| Participation rate | 81.8% | 79.2%+2.6pp | 76.6%+5.3pp | 80.1%+1.7pp |
| Annual return | 24.33% | 24.03%+0.3pp | 24.27%+0.1pp | 217.08%-192.7pp |
| Employer contribution / active EE | $3,381 | $3,442-1.8% | $2,975+13.6% | $4,299-21.4% |
| Participant deferral / active EE | $11,378 | $5,716+99.1% | $5,107+122.8% | $6,507+74.9% |
| Admin fee / account holder | $57 | $15,736-99.6% | $12,068-99.5% | $12,624-99.6% |