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 | $64,885 | $165,335-60.8% | $149,696-56.7% | $158,922-59.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.89% | 348.15%-334.3pp | 276.60%-262.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,525 | $5,103-70.1% | $4,644-67.2% | $4,761-68.0% |
| Participant deferral / active EE | $4,460 | $7,181-37.9% | $6,842-34.8% | $5,982-25.4% |
| Admin fee / account holder | $19 | $10,807-99.8% | $9,309-99.8% | $11,246-99.8% |