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 3-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 | $76,732 | $159,602-51.9% | $150,045-48.9% | $142,382-46.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.45% | 70.24%-48.8pp | 62.55%-41.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $3,918 | $4,961-21.0% | $4,693-16.5% | $4,299-8.9% |
| Participant deferral / active EE | $18,844 | $8,310+126.8% | $7,997+135.6% | $6,507+189.6% |
| Admin fee / account holder | $157 | $14,846-98.9% | $13,435-98.8% | $12,624-98.8% |