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 | $56,914 | $214,378-73.5% | $200,582-71.6% | $142,382-60.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.22% | 46.41%-23.2pp | 42.33%-19.1pp | 217.08%-193.9pp |
| Employer contribution / active EE | $6,091 | $6,841-11.0% | $6,419-5.1% | $4,299+41.7% |
| Participant deferral / active EE | $11,838 | $9,865+20.0% | $9,331+26.9% | $6,507+81.9% |
| Admin fee / account holder | $122 | $17,692-99.3% | $16,305-99.3% | $12,624-99.0% |