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 | $74,587 | $106,584-30.0% | $101,326-26.4% | $142,382-47.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 13.83% | 36.93%-23.1pp | 36.82%-23.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,979 | $3,956-24.7% | $3,665-18.7% | $4,299-30.7% |
| Participant deferral / active EE | $11,806 | $8,297+42.3% | $7,994+47.7% | $6,507+81.4% |
| Admin fee / account holder | $73 | $11,446-99.4% | $11,185-99.4% | $12,624-99.4% |