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 | $52,485 | $80,968-35.2% | $96,544-45.6% | $75,163-30.2% |
| Participation rate | 93.8% | 71.8%+22.0pp | 76.0%+17.8pp | 67.2%+26.6pp |
| Annual return | 13.85% | 27.06%-13.2pp | 25.84%-12.0pp | 160.62%-146.8pp |
| Employer contribution / active EE | $2,436 | $2,282+6.8% | $2,965-17.8% | $2,670-8.8% |
| Participant deferral / active EE | $4,175 | $3,928+6.3% | $4,851-13.9% | $4,125+1.2% |
| Admin fee / account holder | $0 | $6,724-100.0% | $8,252-100.0% | $5,651-100.0% |