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 10-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 | $38,418 | $104,251-63.1% | $91,001-57.8% | $147,584-74.0% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.6%-0.6pp | 82.8%-7.8pp |
| Annual return | 17.76% | 27.06%-9.3pp | 4.60%+13.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $2,751 | $3,116-11.7% | $2,456+12.0% | $4,876-43.6% |
| Participant deferral / active EE | $2,751 | $4,195-34.4% | $3,547-22.5% | $5,439-49.4% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |