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 | $62,967 | $228,332-72.4% | $185,823-66.1% | $158,922-60.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.82% | 40.80%-28.0pp | 35.95%-23.1pp | 302.83%-290.0pp |
| Employer contribution / active EE | $1,064 | $4,967-78.6% | $4,087-74.0% | $4,761-77.7% |
| Participant deferral / active EE | $2,700 | $6,415-57.9% | $5,632-52.1% | $5,982-54.9% |
| Admin fee / account holder | $30 | $11,864-99.7% | $9,500-99.7% | $11,246-99.7% |