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 10-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 | $67,696 | $127,777-47.0% | $106,548-36.5% | $167,490-59.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 12.45% | 33.87%-21.4pp | 26.80%-14.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $2,633 | $3,427-23.2% | $2,819-6.6% | $4,837-45.6% |
| Participant deferral / active EE | $3,291 | $5,087-35.3% | $4,398-25.2% | $6,341-48.1% |
| Admin fee / account holder | $191 | $11,228-98.3% | $7,407-97.4% | $12,309-98.5% |