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 | $91,064 | $214,378-57.5% | $200,582-54.6% | $142,382-36.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.14% | 46.41%-25.3pp | 42.33%-21.2pp | 217.08%-195.9pp |
| Employer contribution / active EE | $6,603 | $6,841-3.5% | $6,419+2.9% | $4,299+53.6% |
| Participant deferral / active EE | $22,667 | $9,865+129.8% | $9,331+142.9% | $6,507+248.3% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |