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 | $65,665 | $152,587-57.0% | $125,175-47.5% | $152,861-57.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 25.11% | 54.84%-29.7pp | 43.79%-18.7pp | 345.32%-320.2pp |
| Employer contribution / active EE | $3,633 | $4,946-26.5% | $3,865-6.0% | $4,762-23.7% |
| Participant deferral / active EE | $7,600 | $5,868+29.5% | $4,937+53.9% | $5,850+29.9% |
| Admin fee / account holder | $198 | $13,434-98.5% | $9,702-98.0% | $11,596-98.3% |