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 | $59,739 | $110,261-45.8% | $95,745-37.6% | $139,434-57.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 32.55% | 27.11%+5.4pp | 28.35%+4.2pp | 372.94%-340.4pp |
| Employer contribution / active EE | $3,057 | $3,257-6.1% | $2,835+7.9% | $4,751-35.6% |
| Participant deferral / active EE | $13,409 | $4,676+186.8% | $4,245+215.9% | $6,710+99.8% |
| Admin fee / account holder | $20 | $6,613-99.7% | $5,678-99.6% | $11,403-99.8% |