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 | $90,082 | $106,584-15.5% | $101,326-11.1% | $142,382-36.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 25.00% | 36.93%-11.9pp | 36.82%-11.8pp | 217.08%-192.1pp |
| Employer contribution / active EE | $3,691 | $3,956-6.7% | $3,665+0.7% | $4,299-14.2% |
| Participant deferral / active EE | $18,085 | $8,297+118.0% | $7,994+126.2% | $6,507+177.9% |
| Admin fee / account holder | $175 | $11,446-98.5% | $11,185-98.4% | $12,624-98.6% |