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 4-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 | $83,137 | $106,584-22.0% | $101,326-18.0% | $142,382-41.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.53% | 36.93%-18.4pp | 36.82%-18.3pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,660 | $3,956-32.8% | $3,665-27.4% | $4,299-38.1% |
| Participant deferral / active EE | $13,198 | $8,297+59.1% | $7,994+65.1% | $6,507+102.8% |
| Admin fee / account holder | $96 | $11,446-99.2% | $11,185-99.1% | $12,624-99.2% |