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 | $52,489 | $114,381-54.1% | $107,525-51.2% | $142,382-63.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.32% | 242.71%-224.4pp | 181.32%-163.0pp | 217.08%-198.8pp |
| Employer contribution / active EE | $3,158 | $4,015-21.3% | $3,754-15.9% | $4,299-26.5% |
| Participant deferral / active EE | $13,255 | $5,564+138.2% | $5,116+159.1% | $6,507+103.7% |
| Admin fee / account holder | $181 | $9,860-98.2% | $8,919-98.0% | $12,624-98.6% |