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 6-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 | $27,640 | $202,432-86.3% | $169,368-83.7% | $139,434-80.2% |
| Participation rate | 83.3% | 81.1%+2.3pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 22.44% | 531.74%-509.3pp | 405.60%-383.2pp | 372.94%-350.5pp |
| Employer contribution / active EE | $1,827 | $4,692-61.1% | $4,013-54.5% | $4,751-61.6% |
| Participant deferral / active EE | $5,216 | $6,938-24.8% | $6,221-16.2% | $6,710-22.3% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |