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 9-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 | $19,382 | $202,432-90.4% | $169,368-88.6% | $139,434-86.1% |
| Participation rate | 80.0% | 81.1%-1.1pp | 77.1%+2.9pp | 80.3%-0.3pp |
| Annual return | 19.62% | 531.74%-512.1pp | 405.60%-386.0pp | 372.94%-353.3pp |
| Employer contribution / active EE | $1,603 | $4,692-65.8% | $4,013-60.0% | $4,751-66.2% |
| Participant deferral / active EE | $2,004 | $6,938-71.1% | $6,221-67.8% | $6,710-70.1% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |