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 | $92,972 | $117,983-21.2% | $101,794-8.7% | $142,382-34.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.34% | 36.92%-20.6pp | 30.53%-14.2pp | 217.08%-200.7pp |
| Employer contribution / active EE | $15,331 | $2,773+452.9% | $2,289+569.8% | $4,299+256.6% |
| Participant deferral / active EE | $4,611 | $4,714-2.2% | $4,084+12.9% | $6,507-29.1% |
| Admin fee / account holder | $254 | $10,433-97.6% | $8,777-97.1% | $12,624-98.0% |