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 3-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 | $27,696 | $183,519-84.9% | $155,509-82.2% | $145,922-81.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 26.89% | 61.17%-34.3pp | 64.67%-37.8pp | 561.29%-534.4pp |
| Employer contribution / active EE | $5,245 | $5,313-1.3% | $4,672+12.2% | $4,660+12.6% |
| Participant deferral / active EE | $6,253 | $6,462-3.2% | $5,626+11.1% | $6,688-6.5% |
| Admin fee / account holder | $91 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |