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 3-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 | $115,509 | $111,754+3.4% | $103,333+11.8% | $145,922-20.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.37% | 24.77%-11.4pp | 24.88%-11.5pp | 561.29%-547.9pp |
| Employer contribution / active EE | $4,825 | $4,212+14.5% | $3,868+24.7% | $4,660+3.5% |
| Participant deferral / active EE | $11,921 | $5,619+112.2% | $5,057+135.7% | $6,688+78.3% |
| Admin fee / account holder | $250 | $9,750-97.4% | $8,355-97.0% | $13,397-98.1% |