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 | $54,957 | $201,272-72.7% | $184,203-70.2% | $145,922-62.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.76% | 29.00%-11.2pp | 28.81%-11.0pp | 561.29%-543.5pp |
| Employer contribution / active EE | $2,727 | $7,022-61.2% | $6,427-57.6% | $4,660-41.5% |
| Participant deferral / active EE | $9,370 | $9,806-4.4% | $9,131+2.6% | $6,688+40.1% |
| Admin fee / account holder | $118 | $16,364-99.3% | $13,901-99.2% | $13,397-99.1% |