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 | $71,479 | $177,572-59.7% | $154,803-53.8% | $142,382-49.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.55% | 65.07%-45.5pp | 58.88%-39.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $7,322 | $4,810+52.2% | $4,305+70.1% | $4,299+70.3% |
| Participant deferral / active EE | $16,976 | $6,272+170.7% | $5,540+206.4% | $6,507+160.9% |
| Admin fee / account holder | $203 | $16,786-98.8% | $14,329-98.6% | $12,624-98.4% |