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 | $54,972 | $214,378-74.4% | $200,582-72.6% | $142,382-61.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.72% | 46.41%-33.7pp | 42.33%-29.6pp | 217.08%-204.4pp |
| Employer contribution / active EE | $3,010 | $6,841-56.0% | $6,419-53.1% | $4,299-30.0% |
| Participant deferral / active EE | $11,055 | $9,865+12.1% | $9,331+18.5% | $6,507+69.9% |
| Admin fee / account holder | $179 | $17,692-99.0% | $16,305-98.9% | $12,624-98.6% |