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 | $39,842 | $172,478-76.9% | $145,661-72.6% | $142,382-72.0% |
| Participation rate | 94.1% | 80.1%+14.0pp | 77.2%+16.9pp | 80.1%+14.0pp |
| Annual return | 24.28% | 151.09%-126.8pp | 101.46%-77.2pp | 217.08%-192.8pp |
| Employer contribution / active EE | $4,433 | $4,899-9.5% | $4,238+4.6% | $4,299+3.1% |
| Participant deferral / active EE | $8,729 | $8,348+4.6% | $7,198+21.3% | $6,507+34.2% |
| Admin fee / account holder | $0 | $16,864-100.0% | $12,466-100.0% | $12,624-100.0% |