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 4-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 | $83,664 | $106,584-21.5% | $101,326-17.4% | $142,382-41.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.10% | 36.93%-15.8pp | 36.82%-15.7pp | 217.08%-196.0pp |
| Employer contribution / active EE | $5,269 | $3,956+33.2% | $3,665+43.8% | $4,299+22.6% |
| Participant deferral / active EE | $12,953 | $8,297+56.1% | $7,994+62.0% | $6,507+99.0% |
| Admin fee / account holder | $167 | $11,446-98.5% | $11,185-98.5% | $12,624-98.7% |