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 | $84,850 | $214,378-60.4% | $200,582-57.7% | $142,382-40.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 23.79% | 46.41%-22.6pp | 42.33%-18.5pp | 217.08%-193.3pp |
| Employer contribution / active EE | $10,469 | $6,841+53.0% | $6,419+63.1% | $4,299+143.5% |
| Participant deferral / active EE | $20,982 | $9,865+112.7% | $9,331+124.9% | $6,507+222.4% |
| Admin fee / account holder | $264 | $17,692-98.5% | $16,305-98.4% | $12,624-97.9% |