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 5-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 | $78,296 | $114,381-31.5% | $107,525-27.2% | $142,382-45.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.29% | 242.71%-225.4pp | 181.32%-164.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,227 | $4,015-44.5% | $3,754-40.7% | $4,299-48.2% |
| Participant deferral / active EE | $18,102 | $5,564+225.3% | $5,116+253.8% | $6,507+178.2% |
| Admin fee / account holder | $165 | $9,860-98.3% | $8,919-98.1% | $12,624-98.7% |