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 | $67,421 | $201,272-66.5% | $184,203-63.4% | $145,922-53.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.80% | 29.00%-9.2pp | 28.81%-9.0pp | 561.29%-541.5pp |
| Employer contribution / active EE | $8,065 | $7,022+14.9% | $6,427+25.5% | $4,660+73.1% |
| Participant deferral / active EE | $8,725 | $9,806-11.0% | $9,131-4.4% | $6,688+30.5% |
| Admin fee / account holder | $86 | $16,364-99.5% | $13,901-99.4% | $13,397-99.4% |