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 | $64,610 | $163,101-60.4% | $136,749-52.8% | $142,382-54.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.63% | 27.54%-12.9pp | 24.33%-9.7pp | 217.08%-202.4pp |
| Employer contribution / active EE | $6,886 | $4,117+67.3% | $3,400+102.6% | $4,299+60.2% |
| Participant deferral / active EE | $15,449 | $5,585+176.6% | $4,692+229.3% | $6,507+137.4% |
| Admin fee / account holder | $171 | $14,318-98.8% | $11,386-98.5% | $12,624-98.6% |