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 8-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 | $55,932 | $115,882-51.7% | $100,516-44.4% | $158,922-64.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 20.64% | 34.79%-14.2pp | 30.89%-10.2pp | 302.83%-282.2pp |
| Employer contribution / active EE | $1,972 | $4,103-52.0% | $3,418-42.3% | $4,761-58.6% |
| Participant deferral / active EE | $3,204 | $6,674-52.0% | $6,270-48.9% | $5,982-46.4% |
| Admin fee / account holder | $234 | $10,995-97.9% | $8,081-97.1% | $11,246-97.9% |