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 | $69,448 | $214,378-67.6% | $200,582-65.4% | $142,382-51.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.28% | 46.41%-26.1pp | 42.33%-22.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $5,344 | $6,841-21.9% | $6,419-16.8% | $4,299+24.3% |
| Participant deferral / active EE | $11,068 | $9,865+12.2% | $9,331+18.6% | $6,507+70.1% |
| Admin fee / account holder | $140 | $17,692-99.2% | $16,305-99.1% | $12,624-98.9% |