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 4-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 | $60,792 | $214,378-71.6% | $200,582-69.7% | $142,382-57.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 24.44% | 46.41%-22.0pp | 42.33%-17.9pp | 217.08%-192.6pp |
| Employer contribution / active EE | $5,534 | $6,841-19.1% | $6,419-13.8% | $4,299+28.7% |
| Participant deferral / active EE | $7,750 | $9,865-21.4% | $9,331-16.9% | $6,507+19.1% |
| Admin fee / account holder | $8 | $17,692-100.0% | $16,305-100.0% | $12,624-99.9% |