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 | $69,635 | $114,381-39.1% | $107,525-35.2% | $142,382-51.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.44% | 242.71%-226.3pp | 181.32%-164.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,074 | $4,015-23.4% | $3,754-18.1% | $4,299-28.5% |
| Participant deferral / active EE | $7,160 | $5,564+28.7% | $5,116+40.0% | $6,507+10.0% |
| Admin fee / account holder | $286 | $9,860-97.1% | $8,919-96.8% | $12,624-97.7% |