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 | $22,969 | $202,432-88.7% | $169,368-86.4% | $139,434-83.5% |
| Participation rate | 87.5% | 81.1%+6.4pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 43.69% | 531.74%-488.0pp | 405.60%-361.9pp | 372.94%-329.3pp |
| Employer contribution / active EE | $3,868 | $4,692-17.6% | $4,013-3.6% | $4,751-18.6% |
| Participant deferral / active EE | $10,470 | $6,938+50.9% | $6,221+68.3% | $6,710+56.0% |
| Admin fee / account holder | $155 | $10,708-98.6% | $9,003-98.3% | $11,403-98.6% |