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 5-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 | $61,603 | $106,584-42.2% | $101,326-39.2% | $142,382-56.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.64% | 36.93%-15.3pp | 36.82%-15.2pp | 217.08%-195.4pp |
| Employer contribution / active EE | $12,476 | $3,956+215.4% | $3,665+240.4% | $4,299+190.2% |
| Participant deferral / active EE | $20,834 | $8,297+151.1% | $7,994+160.6% | $6,507+220.2% |
| Admin fee / account holder | $149 | $11,446-98.7% | $11,185-98.7% | $12,624-98.8% |