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 | $75,280 | $173,345-56.6% | $136,007-44.7% | $145,922-48.4% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.12% | 1163.32%-1148.2pp | 579.32%-564.2pp | 561.29%-546.2pp |
| Employer contribution / active EE | $2,026 | $5,278-61.6% | $4,217-52.0% | $4,660-56.5% |
| Participant deferral / active EE | $9,201 | $8,699+5.8% | $7,025+31.0% | $6,688+37.6% |
| Admin fee / account holder | $105 | $9,954-98.9% | $6,858-98.5% | $13,397-99.2% |