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 4-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 | $65,236 | $106,584-38.8% | $101,326-35.6% | $142,382-54.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 27.69% | 36.93%-9.2pp | 36.82%-9.1pp | 217.08%-189.4pp |
| Employer contribution / active EE | $2,170 | $3,956-45.1% | $3,665-40.8% | $4,299-49.5% |
| Participant deferral / active EE | $15,670 | $8,297+88.9% | $7,994+96.0% | $6,507+140.8% |
| Admin fee / account holder | $156 | $11,446-98.6% | $11,185-98.6% | $12,624-98.8% |