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 | $53,838 | $177,572-69.7% | $154,803-65.2% | $142,382-62.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.98% | 65.07%-45.1pp | 58.88%-38.9pp | 217.08%-197.1pp |
| Employer contribution / active EE | $10,649 | $4,810+121.4% | $4,305+147.3% | $4,299+147.7% |
| Participant deferral / active EE | $6,909 | $6,272+10.2% | $5,540+24.7% | $6,507+6.2% |
| Admin fee / account holder | $168 | $16,786-99.0% | $14,329-98.8% | $12,624-98.7% |