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 | $99,010 | $159,602-38.0% | $150,045-34.0% | $142,382-30.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 38.98% | 70.24%-31.3pp | 62.55%-23.6pp | 217.08%-178.1pp |
| Employer contribution / active EE | $26,859 | $4,961+441.4% | $4,693+472.3% | $4,299+524.8% |
| Participant deferral / active EE | $17,071 | $8,310+105.4% | $7,997+113.5% | $6,507+162.3% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |