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 5-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 | $79,157 | $214,378-63.1% | $200,582-60.5% | $142,382-44.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.35% | 46.41%-25.1pp | 42.33%-21.0pp | 217.08%-195.7pp |
| Employer contribution / active EE | $1,948 | $6,841-71.5% | $6,419-69.7% | $4,299-54.7% |
| Participant deferral / active EE | $45,605 | $9,865+362.3% | $9,331+388.7% | $6,507+600.8% |
| Admin fee / account holder | $168 | $17,692-99.0% | $16,305-99.0% | $12,624-98.7% |