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 | $92,144 | $117,841-21.8% | $102,423-10.0% | $145,922-36.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 33.28% | 31.65%+1.6pp | 29.32%+4.0pp | 561.29%-528.0pp |
| Employer contribution / active EE | $6,379 | $3,615+76.5% | $3,023+111.0% | $4,660+36.9% |
| Participant deferral / active EE | $12,283 | $5,731+114.3% | $5,053+143.1% | $6,688+83.7% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |