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 | $85,409 | $214,378-60.2% | $200,582-57.4% | $142,382-40.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 26.08% | 46.41%-20.3pp | 42.33%-16.3pp | 217.08%-191.0pp |
| Employer contribution / active EE | $8,072 | $6,841+18.0% | $6,419+25.7% | $4,299+87.8% |
| Participant deferral / active EE | $18,064 | $9,865+83.1% | $9,331+93.6% | $6,507+177.6% |
| Admin fee / account holder | $20 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |