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 | $64,673 | $117,983-45.2% | $101,794-36.5% | $142,382-54.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.13% | 36.92%-19.8pp | 30.53%-13.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $3,446 | $2,773+24.3% | $2,289+50.5% | $4,299-19.9% |
| Participant deferral / active EE | $3,824 | $4,714-18.9% | $4,084-6.4% | $6,507-41.2% |
| Admin fee / account holder | $118 | $10,433-98.9% | $8,777-98.7% | $12,624-99.1% |