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 | $69,695 | $106,584-34.6% | $101,326-31.2% | $142,382-51.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.71% | 36.93%-15.2pp | 36.82%-15.1pp | 217.08%-195.4pp |
| Employer contribution / active EE | $7,244 | $3,956+83.1% | $3,665+97.6% | $4,299+68.5% |
| Participant deferral / active EE | $14,795 | $8,297+78.3% | $7,994+85.1% | $6,507+127.4% |
| Admin fee / account holder | $293 | $11,446-97.4% | $11,185-97.4% | $12,624-97.7% |