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 | $67,734 | $185,822-63.5% | $169,993-60.2% | $139,434-51.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 12.99% | 60.50%-47.5pp | 53.37%-40.4pp | 372.94%-360.0pp |
| Employer contribution / active EE | $15,728 | $7,590+107.2% | $6,785+131.8% | $4,751+231.1% |
| Participant deferral / active EE | $18,222 | $11,622+56.8% | $10,408+75.1% | $6,710+171.5% |
| Admin fee / account holder | $38 | $15,381-99.8% | $12,815-99.7% | $11,403-99.7% |