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 8-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 | $85,868 | $201,272-57.3% | $184,203-53.4% | $145,922-41.2% |
| Participation rate | 93.8% | 87.5%+6.3pp | 86.8%+6.9pp | 80.3%+13.5pp |
| Annual return | 22.65% | 29.00%-6.4pp | 28.81%-6.2pp | 561.29%-538.6pp |
| Employer contribution / active EE | $3,842 | $7,022-45.3% | $6,427-40.2% | $4,660-17.5% |
| Participant deferral / active EE | $7,583 | $9,806-22.7% | $9,131-17.0% | $6,688+13.4% |
| Admin fee / account holder | $6 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |