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 | $64,061 | $114,381-44.0% | $107,525-40.4% | $142,382-55.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 22.26% | 242.71%-220.4pp | 181.32%-159.1pp | 217.08%-194.8pp |
| Employer contribution / active EE | $4,412 | $4,015+9.9% | $3,754+17.5% | $4,299+2.6% |
| Participant deferral / active EE | $14,525 | $5,564+161.0% | $5,116+183.9% | $6,507+123.2% |
| Admin fee / account holder | $20 | $9,860-99.8% | $8,919-99.8% | $12,624-99.8% |