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 | $66,027 | $214,378-69.2% | $200,582-67.1% | $142,382-53.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.06% | 46.41%-26.3pp | 42.33%-22.3pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,794 | $6,841-59.2% | $6,419-56.5% | $4,299-35.0% |
| Participant deferral / active EE | $3,835 | $9,865-61.1% | $9,331-58.9% | $6,507-41.1% |
| Admin fee / account holder | $28 | $17,692-99.8% | $16,305-99.8% | $12,624-99.8% |