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 | $62,519 | $113,339-44.8% | $94,993-34.2% | $147,584-57.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 16.34% | 20.77%-4.4pp | 27.12%-10.8pp | 578.55%-562.2pp |
| Employer contribution / active EE | $1,667 | $3,160-47.3% | $2,603-36.0% | $4,876-65.8% |
| Participant deferral / active EE | $12,513 | $3,777+231.3% | $3,317+277.2% | $5,439+130.1% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |