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 | $88,917 | $214,378-58.5% | $200,582-55.7% | $142,382-37.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.25% | 46.41%-29.2pp | 42.33%-25.1pp | 217.08%-199.8pp |
| Employer contribution / active EE | $5,048 | $6,841-26.2% | $6,419-21.4% | $4,299+17.4% |
| Participant deferral / active EE | $16,029 | $9,865+62.5% | $9,331+71.8% | $6,507+146.3% |
| Admin fee / account holder | $293 | $17,692-98.3% | $16,305-98.2% | $12,624-97.7% |