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 | $101,781 | $201,272-49.4% | $184,203-44.7% | $145,922-30.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.55% | 29.00%-5.5pp | 28.81%-5.3pp | 561.29%-537.7pp |
| Employer contribution / active EE | $3,599 | $7,022-48.8% | $6,427-44.0% | $4,660-22.8% |
| Participant deferral / active EE | $12,690 | $9,806+29.4% | $9,131+39.0% | $6,688+89.7% |
| Admin fee / account holder | $9 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |