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 | $78,040 | $214,378-63.6% | $200,582-61.1% | $142,382-45.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.58% | 46.41%-27.8pp | 42.33%-23.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,268 | $6,841-66.8% | $6,419-64.7% | $4,299-47.2% |
| Participant deferral / active EE | $12,985 | $9,865+31.6% | $9,331+39.2% | $6,507+99.5% |
| Admin fee / account holder | $266 | $17,692-98.5% | $16,305-98.4% | $12,624-97.9% |