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 | $77,503 | $214,378-63.8% | $200,582-61.4% | $142,382-45.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.40% | 46.41%-29.0pp | 42.33%-24.9pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,831 | $6,841-58.6% | $6,419-55.9% | $4,299-34.1% |
| Participant deferral / active EE | $10,154 | $9,865+2.9% | $9,331+8.8% | $6,507+56.0% |
| Admin fee / account holder | $95 | $17,692-99.5% | $16,305-99.4% | $12,624-99.2% |