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 | $63,528 | $177,572-64.2% | $154,803-59.0% | $142,382-55.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.33% | 65.07%-47.7pp | 58.88%-41.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,559 | $6,272-27.3% | $5,540-17.7% | $6,507-29.9% |
| Admin fee / account holder | $129 | $16,786-99.2% | $14,329-99.1% | $12,624-99.0% |