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 9-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 | $65,373 | $124,281-47.4% | $109,143-40.1% | $167,490-61.0% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.9%+4.1pp | 82.1%-2.1pp |
| Annual return | 13.10% | 26.04%-12.9pp | 25.75%-12.6pp | 478.56%-465.5pp |
| Employer contribution / active EE | $3,203 | $4,207-23.9% | $3,722-13.9% | $4,837-33.8% |
| Participant deferral / active EE | $5,251 | $5,255-0.1% | $4,653+12.8% | $6,341-17.2% |
| Admin fee / account holder | $20 | $7,970-99.7% | $6,752-99.7% | $12,309-99.8% |