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 4-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 | $61,387 | $106,584-42.4% | $101,326-39.4% | $142,382-56.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 23.74% | 36.93%-13.2pp | 36.82%-13.1pp | 217.08%-193.3pp |
| Employer contribution / active EE | $3,458 | $3,956-12.6% | $3,665-5.7% | $4,299-19.6% |
| Participant deferral / active EE | $17,205 | $8,297+107.4% | $7,994+115.2% | $6,507+164.4% |
| Admin fee / account holder | $69 | $11,446-99.4% | $11,185-99.4% | $12,624-99.5% |