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 | $68,727 | $159,602-56.9% | $150,045-54.2% | $142,382-51.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 94.65% | 70.24%+24.4pp | 62.55%+32.1pp | 217.08%-122.4pp |
| Employer contribution / active EE | $1,965 | $4,961-60.4% | $4,693-58.1% | $4,299-54.3% |
| Participant deferral / active EE | $9,671 | $8,310+16.4% | $7,997+20.9% | $6,507+48.6% |
| Admin fee / account holder | $160 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |