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 | $66,424 | $109,982-39.6% | $97,226-31.7% | $145,922-54.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 14.23% | 242.90%-228.7pp | 75.13%-60.9pp | 561.29%-547.1pp |
| Employer contribution / active EE | $2,968 | $3,084-3.8% | $2,729+8.8% | $4,660-36.3% |
| Participant deferral / active EE | $6,835 | $4,676+46.2% | $4,264+60.3% | $6,688+2.2% |
| Admin fee / account holder | $113 | $6,221-98.2% | $5,654-98.0% | $13,397-99.2% |