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 | $27,514 | $159,901-82.8% | $146,958-81.3% | $145,922-81.1% |
| Participation rate | 77.3% | 84.0%-6.7pp | 82.2%-4.9pp | 80.3%-3.0pp |
| Annual return | 31.12% | 98.13%-67.0pp | 418.34%-387.2pp | 561.29%-530.2pp |
| Employer contribution / active EE | $2,662 | $5,286-49.6% | $4,933-46.0% | $4,660-42.9% |
| Participant deferral / active EE | $7,737 | $8,428-8.2% | $8,070-4.1% | $6,688+15.7% |
| Admin fee / account holder | $82 | $15,044-99.5% | $12,998-99.4% | $13,397-99.4% |