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 | $58,868 | $177,572-66.8% | $154,803-62.0% | $142,382-58.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.60% | 65.07%-51.5pp | 58.88%-45.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $13,015 | $4,810+170.6% | $4,305+202.3% | $4,299+202.7% |
| Participant deferral / active EE | $6,655 | $6,272+6.1% | $5,540+20.1% | $6,507+2.3% |
| Admin fee / account holder | $288 | $16,786-98.3% | $14,329-98.0% | $12,624-97.7% |