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 8-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 | $50,239 | $162,781-69.1% | $133,956-62.5% | $158,922-68.4% |
| Participation rate | 70.0% | 83.2%-13.2pp | 79.8%-9.8pp | 82.0%-12.0pp |
| Annual return | 26.01% | 41.94%-15.9pp | 45.09%-19.1pp | 302.83%-276.8pp |
| Employer contribution / active EE | $3,847 | $4,975-22.7% | $3,919-1.8% | $4,761-19.2% |
| Participant deferral / active EE | $6,378 | $5,911+7.9% | $5,048+26.4% | $5,982+6.6% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |