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 | $75,846 | $91,190-16.8% | $178,490-57.5% | $79,858-5.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.05% | 24.19%-8.1pp | 151.07%-135.0pp | 31.71%-15.7pp |
| Employer contribution / active EE | $4,365 | $3,256+34.1% | $5,011-12.9% | $2,471+76.7% |
| Participant deferral / active EE | $2,907 | $3,236-10.2% | $5,202-44.1% | $3,740-22.3% |
| Admin fee / account holder | $67 | $6,751-99.0% | $13,984-99.5% | $5,306-98.7% |