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 | $44,694 | $177,572-74.8% | $154,803-71.1% | $142,382-68.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.52% | 65.07%-43.5pp | 58.88%-37.4pp | 217.08%-195.6pp |
| Employer contribution / active EE | $5,200 | $4,810+8.1% | $4,305+20.8% | $4,299+20.9% |
| Participant deferral / active EE | $11,797 | $6,272+88.1% | $5,540+112.9% | $6,507+81.3% |
| Admin fee / account holder | $56 | $16,786-99.7% | $14,329-99.6% | $12,624-99.6% |