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 | $70,180 | $159,602-56.0% | $150,045-53.2% | $142,382-50.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 25.42% | 70.24%-44.8pp | 62.55%-37.1pp | 217.08%-191.7pp |
| Employer contribution / active EE | $3,901 | $4,961-21.4% | $4,693-16.9% | $4,299-9.3% |
| Participant deferral / active EE | $14,904 | $8,310+79.3% | $7,997+86.4% | $6,507+129.0% |
| Admin fee / account holder | $19 | $14,846-99.9% | $13,435-99.9% | $12,624-99.8% |