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 5-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 | $61,493 | $214,378-71.3% | $200,582-69.3% | $142,382-56.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 39.29% | 46.41%-7.1pp | 42.33%-3.0pp | 217.08%-177.8pp |
| Employer contribution / active EE | $3,334 | $6,841-51.3% | $6,419-48.1% | $4,299-22.4% |
| Participant deferral / active EE | $26,477 | $9,865+168.4% | $9,331+183.7% | $6,507+306.9% |
| Admin fee / account holder | $95 | $17,692-99.5% | $16,305-99.4% | $12,624-99.2% |