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 | $66,594 | $214,378-68.9% | $200,582-66.8% | $142,382-53.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.96% | 46.41%-24.4pp | 42.33%-20.4pp | 217.08%-195.1pp |
| Employer contribution / active EE | $6,482 | $6,841-5.2% | $6,419+1.0% | $4,299+50.8% |
| Participant deferral / active EE | $11,367 | $9,865+15.2% | $9,331+21.8% | $6,507+74.7% |
| Admin fee / account holder | $20 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |