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 5-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 | $96,488 | $177,572-45.7% | $154,803-37.7% | $142,382-32.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.35% | 65.07%-41.7pp | 58.88%-35.5pp | 217.08%-193.7pp |
| Employer contribution / active EE | $1,742 | $4,810-63.8% | $4,305-59.5% | $4,299-59.5% |
| Participant deferral / active EE | $15,240 | $6,272+143.0% | $5,540+175.1% | $6,507+134.2% |
| Admin fee / account holder | $221 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |