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 | $123,160 | $107,452+14.6% | $91,541+34.5% | $142,382-13.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 11.61% | 22.06%-10.4pp | 20.50%-8.9pp | 217.08%-205.5pp |
| Employer contribution / active EE | $3,029 | $2,994+1.2% | $2,505+20.9% | $4,299-29.5% |
| Participant deferral / active EE | $4,565 | $4,754-4.0% | $4,008+13.9% | $6,507-29.8% |
| Admin fee / account holder | $0 | $8,834-100.0% | $6,956-100.0% | $12,624-100.0% |