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 4-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 | $62,673 | $201,272-68.9% | $184,203-66.0% | $145,922-57.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.06% | 29.00%-13.9pp | 28.81%-13.8pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,176 | $7,022-69.0% | $6,427-66.1% | $4,660-53.3% |
| Participant deferral / active EE | $17,131 | $9,806+74.7% | $9,131+87.6% | $6,688+156.2% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |