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 | $54,911 | $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 | 15.16% | 46.41%-31.2pp | 42.33%-27.2pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,025 | $6,841-70.4% | $6,419-68.5% | $4,299-52.9% |
| Participant deferral / active EE | $3,510 | $9,865-64.4% | $9,331-62.4% | $6,507-46.1% |
| Admin fee / account holder | $287 | $17,692-98.4% | $16,305-98.2% | $12,624-97.7% |