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 | $61,400 | $185,822-67.0% | $169,993-63.9% | $139,434-56.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.28% | 60.50%-40.2pp | 53.37%-33.1pp | 372.94%-352.7pp |
| Employer contribution / active EE | $9,073 | $7,590+19.5% | $6,785+33.7% | $4,751+91.0% |
| Participant deferral / active EE | $14,375 | $11,622+23.7% | $10,408+38.1% | $6,710+114.2% |
| Admin fee / account holder | $298 | $15,381-98.1% | $12,815-97.7% | $11,403-97.4% |