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 | $57,634 | $159,602-63.9% | $150,045-61.6% | $142,382-59.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 23.50% | 70.24%-46.7pp | 62.55%-39.0pp | 217.08%-193.6pp |
| Employer contribution / active EE | $11,696 | $4,961+135.8% | $4,693+149.2% | $4,299+172.1% |
| Participant deferral / active EE | $25,344 | $8,310+205.0% | $7,997+216.9% | $6,507+289.5% |
| Admin fee / account holder | $114 | $14,846-99.2% | $13,435-99.2% | $12,624-99.1% |