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 | $57,105 | $117,983-51.6% | $101,794-43.9% | $142,382-59.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 18.31% | 36.92%-18.6pp | 30.53%-12.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $6,725 | $2,773+142.5% | $2,289+193.8% | $4,299+56.4% |
| Participant deferral / active EE | $4,126 | $4,714-12.5% | $4,084+1.0% | $6,507-36.6% |
| Admin fee / account holder | $69 | $10,433-99.3% | $8,777-99.2% | $12,624-99.5% |