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 | $58,703 | $109,881-46.6% | $150,045-60.9% | $84,808-30.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 35.05% | 28.25%+6.8pp | 62.55%-27.5pp | 40.90%-5.9pp |
| Employer contribution / active EE | $5,664 | $3,561+59.0% | $4,693+20.7% | $2,631+115.3% |
| Participant deferral / active EE | $11,104 | $6,636+67.3% | $7,997+38.9% | $4,212+163.7% |
| Admin fee / account holder | $58 | $8,568-99.3% | $13,435-99.6% | $7,344-99.2% |