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 | $65,472 | $104,251-37.2% | $91,001-28.1% | $147,584-55.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 14.69% | 27.06%-12.4pp | 4.60%+10.1pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,727 | $3,116-44.6% | $2,456-29.7% | $4,876-64.6% |
| Participant deferral / active EE | $2,090 | $4,195-50.2% | $3,547-41.1% | $5,439-61.6% |
| Admin fee / account holder | $275 | $8,948-96.9% | $5,417-94.9% | $10,885-97.5% |