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 5-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 | $115,521 | $140,940-18.0% | $112,229+2.9% | $139,434-17.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.76% | 32.71%-20.9pp | 30.20%-18.4pp | 372.94%-361.2pp |
| Employer contribution / active EE | $16,297 | $4,283+280.5% | $3,430+375.1% | $4,751+243.0% |
| Participant deferral / active EE | $22,933 | $5,874+290.4% | $4,798+378.0% | $6,710+241.8% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,748-100.0% | $11,403-100.0% |