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 9-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 | $60,902 | $114,381-46.8% | $107,525-43.4% | $142,382-57.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.33% | 242.71%-226.4pp | 181.32%-165.0pp | 217.08%-200.7pp |
| Employer contribution / active EE | $2,228 | $4,015-44.5% | $3,754-40.6% | $4,299-48.2% |
| Participant deferral / active EE | $9,837 | $5,564+76.8% | $5,116+92.3% | $6,507+51.2% |
| Admin fee / account holder | $76 | $9,860-99.2% | $8,919-99.2% | $12,624-99.4% |