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 | $87,323 | $127,065-31.3% | $113,168-22.8% | $142,382-38.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 20.40% | 24.03%-3.6pp | 24.27%-3.9pp | 217.08%-196.7pp |
| Employer contribution / active EE | $4,501 | $3,442+30.8% | $2,975+51.3% | $4,299+4.7% |
| Participant deferral / active EE | $30,006 | $5,716+424.9% | $5,107+487.6% | $6,507+361.1% |
| Admin fee / account holder | $84 | $15,736-99.5% | $12,068-99.3% | $12,624-99.3% |