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 | $44,320 | $148,534-70.2% | $135,903-67.4% | $139,434-68.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.60% | 79.19%-59.6pp | 68.23%-48.6pp | 372.94%-353.3pp |
| Employer contribution / active EE | $11,279 | $5,243+115.1% | $4,856+132.3% | $4,751+137.4% |
| Participant deferral / active EE | $6,537 | $8,100-19.3% | $7,758-15.7% | $6,710-2.6% |
| Admin fee / account holder | $290 | $12,400-97.7% | $10,762-97.3% | $11,403-97.5% |