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 8-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 | $54,803 | $109,881-50.1% | $150,045-63.5% | $84,808-35.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 20.14% | 28.25%-8.1pp | 62.55%-42.4pp | 40.90%-20.8pp |
| Employer contribution / active EE | $5,398 | $3,561+51.6% | $4,693+15.0% | $2,631+105.2% |
| Participant deferral / active EE | $9,039 | $6,636+36.2% | $7,997+13.0% | $4,212+114.6% |
| Admin fee / account holder | $240 | $8,568-97.2% | $13,435-98.2% | $7,344-96.7% |