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 | $63,084 | $202,432-68.8% | $169,368-62.8% | $139,434-54.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.23% | 531.74%-515.5pp | 405.60%-389.4pp | 372.94%-356.7pp |
| Employer contribution / active EE | $1,781 | $4,692-62.0% | $4,013-55.6% | $4,751-62.5% |
| Participant deferral / active EE | $11,422 | $6,938+64.6% | $6,221+83.6% | $6,710+70.2% |
| Admin fee / account holder | $96 | $10,708-99.1% | $9,003-98.9% | $11,403-99.2% |