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 4-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 | $72,551 | $127,065-42.9% | $113,168-35.9% | $142,382-49.0% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 20.19% | 24.03%-3.8pp | 24.27%-4.1pp | 217.08%-196.9pp |
| Employer contribution / active EE | $2,301 | $3,442-33.2% | $2,975-22.7% | $4,299-46.5% |
| Participant deferral / active EE | $11,730 | $5,716+105.2% | $5,107+129.7% | $6,507+80.3% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |