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 | $52,903 | $201,272-73.7% | $184,203-71.3% | $145,922-63.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 53.68% | 29.00%+24.7pp | 28.81%+24.9pp | 561.29%-507.6pp |
| Employer contribution / active EE | $3,675 | $7,022-47.7% | $6,427-42.8% | $4,660-21.1% |
| Participant deferral / active EE | $6,075 | $9,806-38.0% | $9,131-33.5% | $6,688-9.2% |
| Admin fee / account holder | $67 | $16,364-99.6% | $13,901-99.5% | $13,397-99.5% |