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 8-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 | $64,239 | $177,572-63.8% | $154,803-58.5% | $142,382-54.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.90% | 65.07%-46.2pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $7,415 | $4,810+54.1% | $4,305+72.2% | $4,299+72.5% |
| Participant deferral / active EE | $17,997 | $6,272+187.0% | $5,540+224.8% | $6,507+176.6% |
| Admin fee / account holder | $168 | $16,786-99.0% | $14,329-98.8% | $12,624-98.7% |