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 | $57,050 | $148,534-61.6% | $135,903-58.0% | $139,434-59.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.59% | 79.19%-61.6pp | 68.23%-50.6pp | 372.94%-355.3pp |
| Employer contribution / active EE | $3,391 | $5,243-35.3% | $4,856-30.2% | $4,751-28.6% |
| Participant deferral / active EE | $16,355 | $8,100+101.9% | $7,758+110.8% | $6,710+143.7% |
| Admin fee / account holder | $206 | $12,400-98.3% | $10,762-98.1% | $11,403-98.2% |