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 | $66,721 | $185,822-64.1% | $169,993-60.8% | $139,434-52.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.84% | 60.50%-33.7pp | 53.37%-26.5pp | 372.94%-346.1pp |
| Employer contribution / active EE | $17,267 | $7,590+127.5% | $6,785+154.5% | $4,751+263.5% |
| Participant deferral / active EE | $16,000 | $11,622+37.7% | $10,408+53.7% | $6,710+138.4% |
| Admin fee / account holder | $260 | $15,381-98.3% | $12,815-98.0% | $11,403-97.7% |