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 | $25,708 | $79,944-67.8% | $98,439-73.9% | $75,163-65.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 20.80% | 19.75%+1.1pp | 21.16%-0.4pp | 160.62%-139.8pp |
| Employer contribution / active EE | $3,350 | $2,264+48.0% | $3,048+9.9% | $2,670+25.5% |
| Participant deferral / active EE | $5,756 | $3,752+53.4% | $4,738+21.5% | $4,125+39.5% |
| Admin fee / account holder | $251 | $6,840-96.3% | $8,948-97.2% | $5,651-95.6% |