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 | $25,483 | $159,602-84.0% | $150,045-83.0% | $142,382-82.1% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 23.62% | 70.24%-46.6pp | 62.55%-38.9pp | 217.08%-193.5pp |
| Employer contribution / active EE | $4,518 | $4,961-8.9% | $4,693-3.7% | $4,299+5.1% |
| Participant deferral / active EE | $9,163 | $8,310+10.3% | $7,997+14.6% | $6,507+40.8% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |