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 | $55,507 | $176,056-68.5% | $159,436-65.2% | $167,490-66.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.78% | 331.75%-319.0pp | 263.57%-250.8pp | 478.56%-465.8pp |
| Employer contribution / active EE | $1,696 | $5,297-68.0% | $4,829-64.9% | $4,837-64.9% |
| Participant deferral / active EE | $9,250 | $7,750+19.4% | $7,352+25.8% | $6,341+45.9% |
| Admin fee / account holder | $68 | $12,554-99.5% | $10,799-99.4% | $12,309-99.5% |