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 | $51,187 | $109,982-53.5% | $97,226-47.4% | $145,922-64.9% |
| Participation rate | 80.0% | 75.9%+4.1pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 10.62% | 242.90%-232.3pp | 75.13%-64.5pp | 561.29%-550.7pp |
| Employer contribution / active EE | $2,577 | $3,084-16.4% | $2,729-5.6% | $4,660-44.7% |
| Participant deferral / active EE | $10,604 | $4,676+126.8% | $4,264+148.7% | $6,688+58.6% |
| Admin fee / account holder | $0 | $6,221-100.0% | $5,654-100.0% | $13,397-100.0% |