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 | $56,824 | $214,378-73.5% | $200,582-71.7% | $142,382-60.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 28.70% | 46.41%-17.7pp | 42.33%-13.6pp | 217.08%-188.4pp |
| Employer contribution / active EE | $8,314 | $6,841+21.5% | $6,419+29.5% | $4,299+93.4% |
| Participant deferral / active EE | $17,009 | $9,865+72.4% | $9,331+82.3% | $6,507+161.4% |
| Admin fee / account holder | $160 | $17,692-99.1% | $16,305-99.0% | $12,624-98.7% |