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 | $78,668 | $104,974-25.1% | $95,585-17.7% | $142,382-44.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 19.31% | 210.33%-191.0pp | 38.56%-19.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $3,474 | $2,779+25.0% | $2,527+37.5% | $4,299-19.2% |
| Participant deferral / active EE | $10,604 | $4,352+143.7% | $4,023+163.6% | $6,507+63.0% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |