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 | $57,267 | $163,101-64.9% | $136,749-58.1% | $142,382-59.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 24.40% | 27.54%-3.1pp | 24.33%+0.1pp | 217.08%-192.7pp |
| Employer contribution / active EE | $3,042 | $4,117-26.1% | $3,400-10.5% | $4,299-29.2% |
| Participant deferral / active EE | $15,876 | $5,585+184.3% | $4,692+238.4% | $6,507+144.0% |
| Admin fee / account holder | $200 | $14,318-98.6% | $11,386-98.2% | $12,624-98.4% |