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 | $49,280 | $201,272-75.5% | $184,203-73.2% | $145,922-66.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.65% | 29.00%-4.4pp | 28.81%-4.2pp | 561.29%-536.6pp |
| Employer contribution / active EE | $7,007 | $7,022-0.2% | $6,427+9.0% | $4,660+50.4% |
| Participant deferral / active EE | $13,347 | $9,806+36.1% | $9,131+46.2% | $6,688+99.6% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |