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 8-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 | $83,926 | $165,335-49.2% | $149,696-43.9% | $158,922-47.2% |
| Participation rate | 87.5% | 84.6%+2.9pp | 82.5%+5.0pp | 82.0%+5.5pp |
| Annual return | 39.07% | 348.15%-309.1pp | 276.60%-237.5pp | 302.83%-263.8pp |
| Employer contribution / active EE | $5,885 | $5,103+15.3% | $4,644+26.7% | $4,761+23.6% |
| Participant deferral / active EE | $11,489 | $7,181+60.0% | $6,842+67.9% | $5,982+92.0% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |