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 | $30,530 | $162,781-81.2% | $133,956-77.2% | $158,922-80.8% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 23.19% | 41.94%-18.7pp | 45.09%-21.9pp | 302.83%-279.6pp |
| Employer contribution / active EE | $4,305 | $4,975-13.5% | $3,919+9.9% | $4,761-9.6% |
| Participant deferral / active EE | $4,584 | $5,911-22.4% | $5,048-9.2% | $5,982-23.4% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |