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 9-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 | $60,145 | $201,272-70.1% | $184,203-67.3% | $145,922-58.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.06% | 29.00%-8.9pp | 28.81%-8.8pp | 561.29%-541.2pp |
| Employer contribution / active EE | $3,328 | $7,022-52.6% | $6,427-48.2% | $4,660-28.6% |
| Participant deferral / active EE | $5,430 | $9,806-44.6% | $9,131-40.5% | $6,688-18.8% |
| Admin fee / account holder | $15 | $16,364-99.9% | $13,901-99.9% | $13,397-99.9% |