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 | $72,214 | $127,065-43.2% | $113,168-36.2% | $142,382-49.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 33.70% | 24.03%+9.7pp | 24.27%+9.4pp | 217.08%-183.4pp |
| Employer contribution / active EE | $1,839 | $3,442-46.6% | $2,975-38.2% | $4,299-57.2% |
| Participant deferral / active EE | $16,639 | $5,716+191.1% | $5,107+225.8% | $6,507+155.7% |
| Admin fee / account holder | $142 | $15,736-99.1% | $12,068-98.8% | $12,624-98.9% |