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 | $64,680 | $96,484-33.0% | $75,886-14.8% | $152,861-57.7% |
| Participation rate | 90.9% | 76.2%+14.7pp | 69.3%+21.6pp | 82.4%+8.5pp |
| Annual return | 25.08% | 33.98%-8.9pp | 30.76%-5.7pp | 345.32%-320.2pp |
| Employer contribution / active EE | $2,828 | $3,309-14.5% | $2,500+13.1% | $4,762-40.6% |
| Participant deferral / active EE | $5,600 | $4,553+23.0% | $3,603+55.4% | $5,850-4.3% |
| Admin fee / account holder | $267 | $8,078-96.7% | $5,418-95.1% | $11,596-97.7% |