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 | $86,530 | $201,272-57.0% | $184,203-53.0% | $145,922-40.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.48% | 29.00%-9.5pp | 28.81%-9.3pp | 561.29%-541.8pp |
| Employer contribution / active EE | $6,314 | $7,022-10.1% | $6,427-1.8% | $4,660+35.5% |
| Participant deferral / active EE | $14,732 | $9,806+50.2% | $9,131+61.3% | $6,688+120.3% |
| Admin fee / account holder | $114 | $16,364-99.3% | $13,901-99.2% | $13,397-99.1% |