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 | $77,046 | $177,572-56.6% | $154,803-50.2% | $142,382-45.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.79% | 65.07%-44.3pp | 58.88%-38.1pp | 217.08%-196.3pp |
| Employer contribution / active EE | $1,612 | $4,810-66.5% | $4,305-62.6% | $4,299-62.5% |
| Participant deferral / active EE | $12,162 | $6,272+93.9% | $5,540+119.5% | $6,507+86.9% |
| Admin fee / account holder | $158 | $16,786-99.1% | $14,329-98.9% | $12,624-98.7% |