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 7-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 | $38,583 | $228,332-83.1% | $185,823-79.2% | $158,922-75.7% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 35.63% | 40.80%-5.2pp | 35.95%-0.3pp | 302.83%-267.2pp |
| Employer contribution / active EE | $5,542 | $4,967+11.6% | $4,087+35.6% | $4,761+16.4% |
| Participant deferral / active EE | $10,655 | $6,415+66.1% | $5,632+89.2% | $5,982+78.1% |
| Admin fee / account holder | $241 | $11,864-98.0% | $9,500-97.5% | $11,246-97.9% |