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 | $59,444 | $121,625-51.1% | $104,607-43.2% | $158,922-62.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 18.47% | 465.26%-446.8pp | 340.46%-322.0pp | 302.83%-284.4pp |
| Employer contribution / active EE | $11,045 | $3,163+249.2% | $2,681+312.0% | $4,761+132.0% |
| Participant deferral / active EE | $11,019 | $4,177+163.8% | $3,740+194.7% | $5,982+84.2% |
| Admin fee / account holder | $23 | $7,787-99.7% | $6,473-99.7% | $11,246-99.8% |