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 | $32,139 | $201,272-84.0% | $184,203-82.6% | $145,922-78.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 36.72% | 29.00%+7.7pp | 28.81%+7.9pp | 561.29%-524.6pp |
| Employer contribution / active EE | $6,473 | $7,022-7.8% | $6,427+0.7% | $4,660+38.9% |
| Participant deferral / active EE | $16,933 | $9,806+72.7% | $9,131+85.4% | $6,688+153.2% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |