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 | $55,030 | $159,602-65.5% | $150,045-63.3% | $142,382-61.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.95% | 70.24%-47.3pp | 62.55%-39.6pp | 217.08%-194.1pp |
| Employer contribution / active EE | $20,901 | $4,961+321.3% | $4,693+345.3% | $4,299+386.2% |
| Participant deferral / active EE | $8,259 | $8,310-0.6% | $7,997+3.3% | $6,507+26.9% |
| Admin fee / account holder | $272 | $14,846-98.2% | $13,435-98.0% | $12,624-97.8% |