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 | $52,168 | $201,272-74.1% | $184,203-71.7% | $145,922-64.2% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 15.34% | 29.00%-13.7pp | 28.81%-13.5pp | 561.29%-546.0pp |
| Employer contribution / active EE | $3,064 | $7,022-56.4% | $6,427-52.3% | $4,660-34.2% |
| Participant deferral / active EE | $11,684 | $9,806+19.1% | $9,131+28.0% | $6,688+74.7% |
| Admin fee / account holder | $269 | $16,364-98.4% | $13,901-98.1% | $13,397-98.0% |