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 | $96,858 | $201,272-51.9% | $184,203-47.4% | $145,922-33.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 26.05% | 29.00%-3.0pp | 28.81%-2.8pp | 561.29%-535.2pp |
| Employer contribution / active EE | $7,249 | $7,022+3.2% | $6,427+12.8% | $4,660+55.6% |
| Participant deferral / active EE | $16,789 | $9,806+71.2% | $9,131+83.9% | $6,688+151.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |