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 | $56,800 | $177,572-68.0% | $154,803-63.3% | $142,382-60.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 24.26% | 65.07%-40.8pp | 58.88%-34.6pp | 217.08%-192.8pp |
| Employer contribution / active EE | $15,133 | $4,810+214.6% | $4,305+251.5% | $4,299+252.0% |
| Participant deferral / active EE | $9,400 | $6,272+49.9% | $5,540+69.7% | $6,507+44.5% |
| Admin fee / account holder | $17 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |