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 | $72,077 | $95,266-24.3% | $82,389-12.5% | $142,382-49.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 23.89% | 25.74%-1.8pp | 28.67%-4.8pp | 217.08%-193.2pp |
| Employer contribution / active EE | $20,997 | $2,991+602.0% | $2,517+734.2% | $4,299+388.4% |
| Participant deferral / active EE | $5,850 | $4,809+21.6% | $4,155+40.8% | $6,507-10.1% |
| Admin fee / account holder | $75 | $8,563-99.1% | $7,231-99.0% | $12,624-99.4% |