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 | $102,974 | $214,378-52.0% | $200,582-48.7% | $142,382-27.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.88% | 46.41%-25.5pp | 42.33%-21.5pp | 217.08%-196.2pp |
| Employer contribution / active EE | $6,060 | $6,841-11.4% | $6,419-5.6% | $4,299+41.0% |
| Participant deferral / active EE | $8,940 | $9,865-9.4% | $9,331-4.2% | $6,507+37.4% |
| Admin fee / account holder | $213 | $17,692-98.8% | $16,305-98.7% | $12,624-98.3% |