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 | $63,252 | $177,572-64.4% | $154,803-59.1% | $142,382-55.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 24.33% | 65.07%-40.7pp | 58.88%-34.5pp | 217.08%-192.7pp |
| Employer contribution / active EE | $1,954 | $4,810-59.4% | $4,305-54.6% | $4,299-54.6% |
| Participant deferral / active EE | $8,034 | $6,272+28.1% | $5,540+45.0% | $6,507+23.5% |
| Admin fee / account holder | $32 | $16,786-99.8% | $14,329-99.8% | $12,624-99.7% |