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 | $72,946 | $101,069-27.8% | $81,478-10.5% | $147,584-50.6% |
| Participation rate | 90.0% | 74.5%+15.5pp | 68.0%+22.0pp | 82.8%+7.2pp |
| Annual return | 21.71% | 32.40%-10.7pp | 38.78%-17.1pp | 578.55%-556.8pp |
| Employer contribution / active EE | $3,303 | $3,205+3.1% | $2,568+28.7% | $4,876-32.3% |
| Participant deferral / active EE | $10,451 | $4,242+146.4% | $3,537+195.5% | $5,439+92.2% |
| Admin fee / account holder | $287 | $5,812-95.1% | $4,561-93.7% | $10,885-97.4% |