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 | $62,186 | $177,572-65.0% | $154,803-59.8% | $142,382-56.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 57.07% | 65.07%-8.0pp | 58.88%-1.8pp | 217.08%-160.0pp |
| Employer contribution / active EE | $1,868 | $4,810-61.2% | $4,305-56.6% | $4,299-56.5% |
| Participant deferral / active EE | $11,884 | $6,272+89.5% | $5,540+114.5% | $6,507+82.6% |
| Admin fee / account holder | $108 | $16,786-99.4% | $14,329-99.2% | $12,624-99.1% |