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 7-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 | $23,642 | $124,185-81.0% | $108,410-78.2% | $167,490-85.9% |
| Participation rate | 83.3% | 82.3%+1.1pp | 80.1%+3.2pp | 82.1%+1.2pp |
| Annual return | 21.27% | 1379.64%-1358.4pp | 905.27%-884.0pp | 478.56%-457.3pp |
| Employer contribution / active EE | $2,101 | $4,187-49.8% | $3,558-41.0% | $4,837-56.6% |
| Participant deferral / active EE | $8,119 | $6,908+17.5% | $6,563+23.7% | $6,341+28.0% |
| Admin fee / account holder | $0 | $9,455-100.0% | $7,295-100.0% | $12,309-100.0% |