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 | $63,656 | $106,584-40.3% | $101,326-37.2% | $142,382-55.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 23.25% | 36.93%-13.7pp | 36.82%-13.6pp | 217.08%-193.8pp |
| Employer contribution / active EE | $6,066 | $3,956+53.3% | $3,665+65.5% | $4,299+41.1% |
| Participant deferral / active EE | $13,938 | $8,297+68.0% | $7,994+74.4% | $6,507+114.2% |
| Admin fee / account holder | $119 | $11,446-99.0% | $11,185-98.9% | $12,624-99.1% |