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 4-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 | $77,284 | $127,065-39.2% | $113,168-31.7% | $142,382-45.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 27.39% | 24.03%+3.4pp | 24.27%+3.1pp | 217.08%-189.7pp |
| Employer contribution / active EE | $4,586 | $3,442+33.2% | $2,975+54.1% | $4,299+6.7% |
| Participant deferral / active EE | $14,067 | $5,716+146.1% | $5,107+175.4% | $6,507+116.2% |
| Admin fee / account holder | $152 | $15,736-99.0% | $12,068-98.7% | $12,624-98.8% |