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 5-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 | $100,429 | $214,378-53.2% | $200,582-49.9% | $142,382-29.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 14.31% | 46.41%-32.1pp | 42.33%-28.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,291 | $6,841-66.5% | $6,419-64.3% | $4,299-46.7% |
| Participant deferral / active EE | $15,096 | $9,865+53.0% | $9,331+61.8% | $6,507+132.0% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |