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 4-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 | $62,349 | $117,983-47.2% | $101,794-38.7% | $142,382-56.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 19.08% | 36.92%-17.8pp | 30.53%-11.4pp | 217.08%-198.0pp |
| Employer contribution / active EE | $2,477 | $2,773-10.7% | $2,289+8.2% | $4,299-42.4% |
| Participant deferral / active EE | $14,147 | $4,714+200.1% | $4,084+246.4% | $6,507+117.4% |
| Admin fee / account holder | $83 | $10,433-99.2% | $8,777-99.1% | $12,624-99.3% |