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 | $35,297 | $185,822-81.0% | $169,993-79.2% | $139,434-74.7% |
| Participation rate | 87.5% | 87.8%-0.3pp | 87.0%+0.5pp | 80.3%+7.2pp |
| Annual return | 32.63% | 60.50%-27.9pp | 53.37%-20.7pp | 372.94%-340.3pp |
| Employer contribution / active EE | $1,489 | $7,590-80.4% | $6,785-78.1% | $4,751-68.7% |
| Participant deferral / active EE | $13,184 | $11,622+13.4% | $10,408+26.7% | $6,710+96.5% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |