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 8-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 | $53,293 | $117,841-54.8% | $102,423-48.0% | $145,922-63.5% |
| Participation rate | 92.3% | 78.6%+13.7pp | 76.5%+15.8pp | 80.3%+12.0pp |
| Annual return | 9.74% | 31.65%-21.9pp | 29.32%-19.6pp | 561.29%-551.5pp |
| Employer contribution / active EE | $4,039 | $3,615+11.7% | $3,023+33.6% | $4,660-13.3% |
| Participant deferral / active EE | $4,763 | $5,731-16.9% | $5,053-5.7% | $6,688-28.8% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |