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 | $71,923 | $106,584-32.5% | $101,326-29.0% | $142,382-49.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 12.95% | 36.93%-24.0pp | 36.82%-23.9pp | 217.08%-204.1pp |
| Employer contribution / active EE | $16,801 | $3,956+324.7% | $3,665+358.4% | $4,299+290.8% |
| Participant deferral / active EE | $16,317 | $8,297+96.7% | $7,994+104.1% | $6,507+150.7% |
| Admin fee / account holder | $60 | $11,446-99.5% | $11,185-99.5% | $12,624-99.5% |