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 | $72,479 | $179,726-59.7% | $156,263-53.6% | $142,382-49.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 16.15% | 77.86%-61.7pp | 59.47%-43.3pp | 217.08%-200.9pp |
| Employer contribution / active EE | $12,791 | $5,069+152.3% | $4,333+195.2% | $4,299+197.5% |
| Participant deferral / active EE | $3,761 | $6,956-45.9% | $6,158-38.9% | $6,507-42.2% |
| Admin fee / account holder | $233 | $17,272-98.7% | $14,255-98.4% | $12,624-98.2% |