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 | $103,902 | $214,378-51.5% | $200,582-48.2% | $142,382-27.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 24.28% | 46.41%-22.1pp | 42.33%-18.0pp | 217.08%-192.8pp |
| Employer contribution / active EE | $20,009 | $6,841+192.5% | $6,419+211.7% | $4,299+365.4% |
| Participant deferral / active EE | $23,500 | $9,865+138.2% | $9,331+151.8% | $6,507+261.1% |
| Admin fee / account holder | $226 | $17,692-98.7% | $16,305-98.6% | $12,624-98.2% |