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 | $82,204 | $185,822-55.8% | $169,993-51.6% | $139,434-41.0% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 36.40% | 60.50%-24.1pp | 53.37%-17.0pp | 372.94%-336.5pp |
| Employer contribution / active EE | $17,571 | $7,590+131.5% | $6,785+159.0% | $4,751+269.9% |
| Participant deferral / active EE | $6,000 | $11,622-48.4% | $10,408-42.3% | $6,710-10.6% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |