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 5-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 | $61,965 | $201,272-69.2% | $184,203-66.4% | $145,922-57.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.81% | 29.00%-12.2pp | 28.81%-12.0pp | 561.29%-544.5pp |
| Employer contribution / active EE | $4,728 | $7,022-32.7% | $6,427-26.4% | $4,660+1.5% |
| Participant deferral / active EE | $12,083 | $9,806+23.2% | $9,131+32.3% | $6,688+80.7% |
| Admin fee / account holder | $278 | $16,364-98.3% | $13,901-98.0% | $13,397-97.9% |