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 | $67,608 | $106,584-36.6% | $101,326-33.3% | $142,382-52.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 24.51% | 36.93%-12.4pp | 36.82%-12.3pp | 217.08%-192.6pp |
| Employer contribution / active EE | $14,159 | $3,956+257.9% | $3,665+286.3% | $4,299+229.3% |
| Participant deferral / active EE | $17,170 | $8,297+106.9% | $7,994+114.8% | $6,507+163.9% |
| Admin fee / account holder | $89 | $11,446-99.2% | $11,185-99.2% | $12,624-99.3% |