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 | $54,726 | $159,602-65.7% | $150,045-63.5% | $142,382-61.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 27.50% | 70.24%-42.7pp | 62.55%-35.0pp | 217.08%-189.6pp |
| Employer contribution / active EE | $5,195 | $4,961+4.7% | $4,693+10.7% | $4,299+20.8% |
| Participant deferral / active EE | $13,789 | $8,310+65.9% | $7,997+72.4% | $6,507+111.9% |
| Admin fee / account holder | $281 | $14,846-98.1% | $13,435-97.9% | $12,624-97.8% |