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 | $44,987 | $179,726-75.0% | $156,263-71.2% | $142,382-68.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 27.32% | 77.86%-50.5pp | 59.47%-32.2pp | 217.08%-189.8pp |
| Employer contribution / active EE | $4,824 | $5,069-4.8% | $4,333+11.3% | $4,299+12.2% |
| Participant deferral / active EE | $11,067 | $6,956+59.1% | $6,158+79.7% | $6,507+70.1% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |