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 | $75,458 | $106,584-29.2% | $101,326-25.5% | $142,382-47.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 23.66% | 36.93%-13.3pp | 36.82%-13.2pp | 217.08%-193.4pp |
| Employer contribution / active EE | $7,458 | $3,956+88.5% | $3,665+103.5% | $4,299+73.5% |
| Participant deferral / active EE | $17,254 | $8,297+107.9% | $7,994+115.8% | $6,507+165.1% |
| Admin fee / account holder | $74 | $11,446-99.3% | $11,185-99.3% | $12,624-99.4% |