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 | $182,961 | $94,338+93.9% | $100,534+82.0% | $142,382+28.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 15.35% | 29.20%-13.8pp | 32.66%-17.3pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,397 | $4,237-19.8% | $4,346-21.8% | $4,299-21.0% |
| Participant deferral / active EE | $5,850 | $5,934-1.4% | $6,144-4.8% | $6,507-10.1% |
| Admin fee / account holder | $0 | $8,421-100.0% | $7,654-100.0% | $12,624-100.0% |