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 | $90,599 | $214,378-57.7% | $200,582-54.8% | $142,382-36.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.23% | 46.41%-23.2pp | 42.33%-19.1pp | 217.08%-193.8pp |
| Employer contribution / active EE | $5,478 | $6,841-19.9% | $6,419-14.7% | $4,299+27.4% |
| Participant deferral / active EE | $11,661 | $9,865+18.2% | $9,331+25.0% | $6,507+79.2% |
| Admin fee / account holder | $158 | $17,692-99.1% | $16,305-99.0% | $12,624-98.7% |