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 | $63,284 | $157,256-59.8% | $141,162-55.2% | $152,861-58.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.22% | 64.32%-48.1pp | 71.39%-55.2pp | 345.32%-329.1pp |
| Employer contribution / active EE | $2,993 | $5,261-43.1% | $4,735-36.8% | $4,762-37.2% |
| Participant deferral / active EE | $6,056 | $7,109-14.8% | $6,709-9.7% | $5,850+3.5% |
| Admin fee / account holder | $236 | $12,120-98.1% | $10,261-97.7% | $11,596-98.0% |