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 | $60,939 | $159,602-61.8% | $150,045-59.4% | $142,382-57.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 62.55% | 70.24%-7.7pp | 62.55%0pp | 217.08%-154.5pp |
| Employer contribution / active EE | $2,011 | $4,961-59.5% | $4,693-57.1% | $4,299-53.2% |
| Participant deferral / active EE | $5,295 | $8,310-36.3% | $7,997-33.8% | $6,507-18.6% |
| Admin fee / account holder | $111 | $14,846-99.3% | $13,435-99.2% | $12,624-99.1% |