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 | $58,322 | $106,584-45.3% | $101,326-42.4% | $142,382-59.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 19.81% | 36.93%-17.1pp | 36.82%-17.0pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,714 | $3,956-31.4% | $3,665-26.0% | $4,299-36.9% |
| Participant deferral / active EE | $7,595 | $8,297-8.5% | $7,994-5.0% | $6,507+16.7% |
| Admin fee / account holder | $120 | $11,446-99.0% | $11,185-98.9% | $12,624-99.0% |