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 | $65,148 | $135,952-52.1% | $123,892-47.4% | $273,961-76.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.06% | 56.63%-43.6pp | 47.52%-34.5pp | 41.45%-28.4pp |
| Employer contribution / active EE | $2,633 | $5,170-49.1% | $4,617-43.0% | $4,869-45.9% |
| Participant deferral / active EE | $5,628 | $6,343-11.3% | $5,984-5.9% | $5,287+6.5% |
| Admin fee / account holder | $132 | $9,817-98.7% | $8,357-98.4% | $10,132-98.7% |