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 | $66,511 | $159,602-58.3% | $150,045-55.7% | $142,382-53.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.84% | 70.24%-54.4pp | 62.55%-46.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,813 | $4,961-43.3% | $4,693-40.1% | $4,299-34.6% |
| Participant deferral / active EE | $15,768 | $8,310+89.7% | $7,997+97.2% | $6,507+142.3% |
| Admin fee / account holder | $252 | $14,846-98.3% | $13,435-98.1% | $12,624-98.0% |