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 | $57,751 | $114,381-49.5% | $107,525-46.3% | $142,382-59.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.44% | 242.71%-221.3pp | 181.32%-159.9pp | 217.08%-195.6pp |
| Employer contribution / active EE | $5,256 | $4,015+30.9% | $3,754+40.0% | $4,299+22.3% |
| Participant deferral / active EE | $11,700 | $5,564+110.3% | $5,116+128.7% | $6,507+79.8% |
| Admin fee / account holder | $111 | $9,860-98.9% | $8,919-98.8% | $12,624-99.1% |