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 | $70,413 | $106,584-33.9% | $101,326-30.5% | $142,382-50.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 25.07% | 36.93%-11.9pp | 36.82%-11.7pp | 217.08%-192.0pp |
| Employer contribution / active EE | $5,541 | $3,956+40.1% | $3,665+51.2% | $4,299+28.9% |
| Participant deferral / active EE | $18,984 | $8,297+128.8% | $7,994+137.5% | $6,507+191.7% |
| Admin fee / account holder | $115 | $11,446-99.0% | $11,185-99.0% | $12,624-99.1% |