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 | $105,064 | $214,378-51.0% | $200,582-47.6% | $142,382-26.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.27% | 46.41%-24.1pp | 42.33%-20.1pp | 217.08%-194.8pp |
| Employer contribution / active EE | $4,807 | $6,841-29.7% | $6,419-25.1% | $4,299+11.8% |
| Participant deferral / active EE | $18,585 | $9,865+88.4% | $9,331+99.2% | $6,507+185.6% |
| Admin fee / account holder | $201 | $17,692-98.9% | $16,305-98.8% | $12,624-98.4% |