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 | $66,198 | $177,572-62.7% | $154,803-57.2% | $142,382-53.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.33% | 65.07%-44.7pp | 58.88%-38.6pp | 217.08%-196.7pp |
| Employer contribution / active EE | $4,047 | $4,810-15.9% | $4,305-6.0% | $4,299-5.9% |
| Participant deferral / active EE | $9,160 | $6,272+46.1% | $5,540+65.3% | $6,507+40.8% |
| Admin fee / account holder | $209 | $16,786-98.8% | $14,329-98.5% | $12,624-98.3% |