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 | $68,585 | $177,572-61.4% | $154,803-55.7% | $142,382-51.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.33% | 65.07%-48.7pp | 58.88%-42.6pp | 217.08%-200.7pp |
| Employer contribution / active EE | $34,682 | $4,810+621.0% | $4,305+705.5% | $4,299+706.7% |
| Participant deferral / active EE | $37,400 | $6,272+496.3% | $5,540+575.0% | $6,507+474.7% |
| Admin fee / account holder | $22 | $16,786-99.9% | $14,329-99.8% | $12,624-99.8% |