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 | $57,694 | $214,378-73.1% | $200,582-71.2% | $142,382-59.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 26.23% | 46.41%-20.2pp | 42.33%-16.1pp | 217.08%-190.8pp |
| Employer contribution / active EE | $7,600 | $6,841+11.1% | $6,419+18.4% | $4,299+76.8% |
| Participant deferral / active EE | $10,230 | $9,865+3.7% | $9,331+9.6% | $6,507+57.2% |
| Admin fee / account holder | $94 | $17,692-99.5% | $16,305-99.4% | $12,624-99.3% |