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 3-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 | $29,505 | $185,822-84.1% | $169,993-82.6% | $139,434-78.8% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 17.33% | 60.50%-43.2pp | 53.37%-36.0pp | 372.94%-355.6pp |
| Employer contribution / active EE | $2,301 | $7,590-69.7% | $6,785-66.1% | $4,751-51.6% |
| Participant deferral / active EE | $10,901 | $11,622-6.2% | $10,408+4.7% | $6,710+62.5% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |