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 | $82,230 | $117,983-30.3% | $101,794-19.2% | $142,382-42.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 31.52% | 36.92%-5.4pp | 30.53%+1.0pp | 217.08%-185.6pp |
| Employer contribution / active EE | $5,005 | $2,773+80.5% | $2,289+118.7% | $4,299+16.4% |
| Participant deferral / active EE | $23,500 | $4,714+398.6% | $4,084+475.4% | $6,507+261.1% |
| Admin fee / account holder | $69 | $10,433-99.3% | $8,777-99.2% | $12,624-99.5% |