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 9-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 | $74,865 | $214,378-65.1% | $200,582-62.7% | $142,382-47.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.05% | 46.41%-29.4pp | 42.33%-25.3pp | 217.08%-200.0pp |
| Employer contribution / active EE | $3,179 | $6,841-53.5% | $6,419-50.5% | $4,299-26.1% |
| Participant deferral / active EE | $5,628 | $9,865-43.0% | $9,331-39.7% | $6,507-13.5% |
| Admin fee / account holder | $174 | $17,692-99.0% | $16,305-98.9% | $12,624-98.6% |